油脂油料早报-20251128

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Related Information Soybean Production - Brazil's 2025/26 soybean production is expected to reach a record 178 million tons according to ITAU BBA [1] - Brazil's Paraná state's 2025/26 soybean production is estimated at 2.196 million tons, stable compared to October's forecast and a 4% increase from the previous year according to Deral [1] Palm Oil Export - Malaysia's palm oil product exports from November 1 - 25, 2025, were 583,574 tons, a 40.77% decrease from the same period last month according to SGS [1] - Indonesia exported 2.2 million tons of palm oil in September 2025, less than 2.26 million tons in the same period last year and 3.48 million tons in August this year according to GAPKI [1] Import Profit and Spot Price - The report presents import profit data for soybean oil, palm oil, and rapeseed oil from 2016 - 2025 [1] - Spot prices for palm oil in Guangzhou, soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, and rapeseed oil in Jiangsu from November 21 - 27, 2025, are provided [1] Basis and Price Spread - The report shows basis data for soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil at different contract months and regions from 2020/2021 - 2025/2026 [1][3] - Price spread data for various oilseeds and oils, including seasonal spreads and regional spreads, from 2020/2021 - 2025/2026 are presented [3]