油料日报：豆一稳势运行关注终端备货，花生产区强弱分化-20251128

Group 1: Report Industry Investment Ratings - The investment strategy for both soybeans and peanuts is neutral [3][5] Group 2: Report Core Views - Yesterday, the main soybean futures contract showed a slight increase. The new - season soybean market in the Northeast region is stable. Farmers' limited remaining grain and strong reluctance to sell support prices. However, the trading activity in the trade link is low, and short - term prices are expected to remain stable [1][2] - Yesterday, the main peanut futures contract ended higher. The peanut market has regional strength - weakness differentiation. The Northeast region has high prices due to normal listing and good quality, while the Henan region faces price pressure from oil mills. High prices suppress consumption, and the supply in the Northeast has increased [4] Group 3: Market Analysis of Soybeans Futures - The closing price of the soybeans 2601 contract yesterday was 4106.00 yuan/ton, up 12.00 yuan/ton (+0.29%) from the previous day [1] Spot - The spot basis of edible soybeans was A01 - 6, down 12 (-32.14%) from the previous day. The prices in major markets in Heilongjiang remained unchanged from the previous day [1] Group 4: Market Analysis of Peanuts Futures - The closing price of the peanuts 2601 contract yesterday was 8186.00 yuan/ton, up 10.00 yuan/ton (+0.12%) from the previous day [3] Spot - The average spot price of peanuts was 8210.00 yuan/ton, down 30.00 yuan/ton (-0.36%) month - on - month. The spot basis was PK01 - 1186.00, up 10.00 (+0.85%) month - on - month. The average price of general peanuts in the national market was 4.12 yuan/jin, down 0.01 yuan/jin. The contract purchase price of oil - mill peanut kernels decreased steadily, and the arrival volume was average [3]