豆一上行动力减弱，花生市场关注油厂收购

Report Summary 1. Report Industry Investment Rating - The investment rating for both soybeans and peanuts is neutral [3][6] 2. Report Core View - The upward momentum of the soybean market has weakened, and prices may remain stable in the short term. The peanut market is waiting for the actions of oil mills, with new peanut supply stabilizing but overall volume still low [3][5] 3. Summary by Related Catalogs Soybean View - Market Analysis - Futures: The closing price of the soybeans 2511 contract was 4103.00 yuan/ton, down 10.00 yuan/ton (-0.24%) from the previous day [1] - Spot: The edible soybean spot basis was A11 - 23, up 10 (+32.14%) from the previous day [1] - Market News Summary - Northeast new - season soybean prices are stable with a slight increase, but the purchasing enthusiasm of grain trading enterprises is low due to the expected import of US soybeans. There is a risk of price correction when domestic soybeans are concentratedly listed later [2] - Prices in multiple regions in Heilongjiang remained flat compared to the previous day [2] - Price Trend - The upward momentum of soybean prices in the Northeast production area has weakened, and prices may remain stable in the short term. For example, the purchase price of 39.5 - protein screened grains in Bei'an has remained stable after rising to 2 yuan/jin last week, and the price increase in Nehe faces resistance [3] - Strategy - Neutral [3] Peanut View - Market Analysis - Futures: The closing price of the peanut 2511 contract was 7800.00 yuan/ton, down 22.00 yuan/ton (-0.28%) from the previous day [4] - Spot: The average peanut spot price was 7830.00 yuan/ton, up 70.00 yuan/ton (+0.90%) month - on - month. The spot basis was PK11 + 200.00, up 22.00 (+12.36%) month - on - month [4] - Market News Summary - The average price of general peanuts in the national peanut market is basically stable. Oil mills have strict procurement indicators, and the arrival volume is average [4] - Price Trend - Peanut futures closed slightly lower yesterday. The supply of new peanuts has stabilized, but the overall volume is still small. The market is waiting for the actions of oil mills [4][5] - Strategy - Neutral [6]