油料日报：豆市刚性需求凸显，花生惜售情绪推高价格-20251127

Group 1: Report Industry Investment Rating - The investment rating for both the soybean and peanut industries is neutral [3][5] Group 2: Report Core Views - The rigid demand for high - protein soybeans is stable in the long - term, and the short - term supply shortage has increased market attention. The price of soybeans is expected to remain stable in the short term. For peanuts, the high - price situation in the Northeast has a "no - sale" phenomenon, and the price of oil peanuts is suppressed [1][2][3] Group 3: Summary by Related Catalogs Soybean Market - Futures and Spot Data: The closing price of the soybean 2601 contract was 4094.00 yuan/ton, a change of - 14.00 yuan/ton (- 0.34%) from the previous day. The edible soybean spot basis was A01 + 6, a change of + 14 (32.14%) from the previous day [1] - Market Information: Northeast new - season soybean prices are stable, farmers have limited remaining grain and a strong reluctance to sell, but the trading activity is not high. The prices of high - protein soybeans are stable. Traders are actively purchasing high - protein soybeans with a protein content of over 40% [1][2] Peanut Market - Futures and Spot Data: The closing price of the peanut 2601 contract was 8176.00 yuan/ton, a change of + 234.00 yuan/ton (+ 2.95%) from the previous day. The average peanut spot price was 8240.00 yuan/ton, a change of - 10.00 yuan/ton (- 0.12%) from the previous day. The spot basis was PK01 + - 1176.00, a change of - 234.00 (+ 24.84%) from the previous day [3] - Market Information: The average price of national peanut in - shell rice increased. In the Northeast, farmers' reluctance to sell has driven up prices, but demanders are cautious about high prices. Oil mills have gradually lowered the purchase price of oil peanuts [3][4]