银河期货花生日报-20251113

Group 1: Report Overview - The report is a peanut daily report dated November 13, 2025, focusing on peanut market research [1] Group 2: Market Data Futures Market - PK604 closed at 7974, up 40 (0.50%), with a trading volume of 19,813 (-7.23%) and an open interest of 21,954 (-2.22%) [2] - PK510 closed at 8190, up 8 (0.10%), with a trading volume of 41 (-12.77%) and an open interest of 591 (3.68%) [2] - PK601 closed at 7966, up 52 (0.65%), with a trading volume of 95,156 (3.16%) and an open interest of 166,487 (0.52%) [2] Spot Market - Henan Nanyang peanuts were priced at 7200 yuan/ton, Shandong Jining and Linyi at 7800 yuan/ton, all unchanged [2] - Sudanese peanuts were priced at 8600 yuan/ton, Senegalese at 7600 yuan/ton, both unchanged [2] - Rize peanut meal was at 3250 yuan/ton, Rize soybean meal at 3030 yuan/ton (up 10 yuan/ton), peanut oil at 14580 yuan/ton, and Rize first - grade soybean oil at 8440 yuan/ton (up 10 yuan/ton) [2] Spread - PK01 - PK04 spread was - 8 (up 12), PK04 - PK10 spread was - 216 (up 32), PK10 - PK01 spread was 224 (down 44) [2] Group 3: Market Analysis - Henan peanut prices were stable, while Northeast peanut prices were strong. Jilin Fuyu 308 peanuts were at 4.45 yuan/jin (up 0.05 yuan/jin), Liaoning Changtu at 4.5 yuan/jin (up 0.1 yuan/jin). Henan Baisha peanuts were at 3.5 - 3.8 yuan/jin, unchanged [4] - Imported peanut prices were stable. Sudanese refined peanuts were at 8600 yuan/ton, Senegalese at 7600 yuan/ton, Brazilian new peanuts at 9200 yuan/ton, and Indian 50/60 peanuts at 8000 yuan/ton, all unchanged [4] - Peanut oil prices were stable. Domestic first - grade ordinary peanut oil was at 14500 yuan/ton, and small - pressed fragrant peanut oil was at 16500 yuan/ton, both unchanged [4][6] - Rize soybean meal prices were strong, up 10 yuan/ton to 3010 yuan/ton. Peanut meal was also strong due to a low unit protein spread with soybean meal, with 48 - protein peanut meal at 3210 yuan/ton [6] Group 4: Trading Strategy Unilateral - Peanuts 01 and 05 contracts were in a low - level oscillation. It was suggested to try short - term long positions on the 05 contract at low prices [9] Spread - It was recommended to wait and see on the spread trading [10] Options - Hold sold pk601 - P - 7600 options [11]