油脂油料早报-20251107

Report Summary 1) Report Industry Investment Rating No relevant information provided. 2) Core View of the Report The report presents overnight market information on the oilseeds and oils industry, including production and export data from major producing countries and analyst forecasts for U.S. export sales. It also provides precipitation conditions, import profit margins, and price data for soybeans, palm oil, and related products [1]. 3) Summary by Relevant Catalogs Overnight Market Information - Malaysia's palm oil production from November 1 - 5, 2025, increased by 6.8% month - on - month, with fresh fruit bunch yield up 5.12% and oil extraction rate up 0.32% [1]. - Brazil's projected soybean exports in November 2025 are 377 million tons, compared to 234 million tons in the same period last year. The projected export of soybean meal is 223 million tons, compared to 173 million tons last year [1]. - Analysts expect U.S. 2025/26 soybean export sales to net increase by 40 - 200 million tons for the week ending October 30; soybean meal export sales to net increase by 5 - 45 million tons; and soybean oil export sales to net increase by 0.5 - 2.5 million tons [1]. - Brazil exported 6,727,845.14 tons of soybeans in October 2025, a 43% year - on - year increase, with a daily average export volume of 305,811.14 tons, also a 43% increase [1][2]. Other Information - The report also includes data on precipitation in major producing countries, import profit margins for soybeans and oils, and price data for protein meals, oils, and related products from October 31 to November 6, 2025 [1][3].