CBOT大豆、国内豆粕数据追踪

Report Summary 1) Report Industry Investment Rating There is no information about the report industry investment rating in the provided content. 2) Report's Core View The report presents a comprehensive tracking of the soybean and soybean meal industry, including data on CBOT soybeans, domestic soybean meal, and the import soybean industry chain. It shows various indicators such as prices, yields, production, inventory, and consumption, and their week - on - week changes to reflect the current market situation of the soybean and soybean meal industry. 3) Summary by Related Catalogs CBOT Soybeans and Domestic Soybean Meal Data Tracking - Brazilian soybean near - month CNF premium dropped 4.08% to 235 cents per bushel [1] - Domestic crushing profit of Brazilian soybeans decreased by 36.25% to - 327 yuan per ton [1] - The short - position of managed funds in CBOT soybean futures increased by 18.03% to 124,277 contracts [1] - The long - position of managed funds in CBOT soybean futures decreased by 5.64% to 99,535 contracts [1] - The basis of the soybean meal main contract decreased by 133.33% to - 6 yuan per ton [1] - The landed duty - paid price of Brazilian soybeans increased by 2.92% to 4,018 yuan per ton [1] - The crushing profit of the main producing country (US) decreased by 7.73% to 2.15 dollars per bushel [1] - The crushing profit of the main producing country (Brazil) increased by 2.08% to 467.42 reais per ton [1] Imported Soybean Industry Chain Tracking Data - Soybean meal production was 161.83 million tons, a week - on - week decrease of 4.42% [7] - The oil mill operation rate was 61.99%, a week - on - week decrease of 4.82% [7] - The oil mill soybean inventory was 665.69 million tons, a week - on - week decrease of 4.01% [7] - The soybean arrival volume was 162.5 million tons, a week - on - week decrease of 18.03% [7] - The duty - paid cost of Brazilian soybeans was 3,974 yuan per ton, a week - on - week increase of 1.11% [7] - The near - month crushing profit of Brazilian soybeans on the domestic market was - 307 yuan per ton, a week - on - week increase of 6.51% [7] - The oil mill soybean meal inventory was 94.03 million tons, a week - on - week decrease of 8.74% [7] - The feed enterprise soybean meal inventory days were 8.02 days, a week - on - week increase of 0.88% [7] - The oil mill's unfulfilled contracts were 372.1 million tons, a week - on - week decrease of 3.01% [7] - The apparent consumption of soybean meal was 153.14 million tons, a week - on - week decrease of 4.56% [7] Brazilian Soybean Delivery Month Data - For December 2025 delivery, the CBOT price was 1134.25 cents per bushel, CNF premium was 235, duty - paid price was 4018 yuan per ton, and crushing profit was - 327 yuan per ton [8] - For February 2026 delivery, the CBOT price was 1134.25 cents per bushel, CNF premium was 130, duty - paid price was 3718 yuan per ton, and crushing profit was - 27 yuan per ton [8] - For March 2026 delivery, the CBOT price was 1140.25 cents per bushel, CNF premium was 108, duty - paid price was 3648 yuan per ton, and crushing profit was 44 yuan per ton [8] - For April 2026 delivery, the CBOT price was 1149 cents per bushel, CNF premium was 95, duty - paid price was 3628 yuan per ton, and crushing profit was 139 yuan per ton [8] - For May 2026 delivery, the CBOT price was 1149 cents per bushel, CNF premium was 110, duty - paid price was 3667 yuan per ton, and crushing profit was 100 yuan per ton [8] - For June 2026 delivery, the CBOT price was 1149 cents per bushel, CNF premium was 115, duty - paid price was 3697 yuan per ton, and crushing profit was 70 yuan per ton [8] - For July 2026 delivery, the CBOT price was 1156 cents per bushel, CNF premium was 135, duty - paid price was 3750 yuan per ton, and crushing profit was 17 yuan per ton [8]