油脂油料早报-20251020

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report presents the latest information on the overnight market of oilseeds and oils, including planting areas, production, planting rates, export volumes in major producing countries, as well as spot prices [1]. 3. Summary by Related Catalogs Overnight Market Information - Argentina's 2025/26 soybean planting area is expected to be 17.5 million hectares, a 2.8% year - on - year decline; 2024/25 soybean planting area is estimated at 18 million hectares, an 8.4% increase from the previous year, and the 2024/25 soybean production is expected to be 51.1 million tons, a 6% increase from 2023/24 [1]. - Brazil's soybean planting rate has reached 23.27%, much higher than 9.33% in the same period last year, 17.35% in 2023, and the 5 - year average of 16.20% [1]. - Malaysia's palm oil exports from October 1 - 15, 2025 increased by 49.82% month - on - month to 606,292 tons [1]. - Canada's rapeseed exports in the week ending October 12 increased by 97.8% to 159,200 tons compared with the previous week, but from August 1 to October 12, 2025, exports decreased by 59.1% compared with the same period last year [1]. Spot Prices - Spot prices of various products including soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from October 13 - 17, 2025 are provided [2].