油料日报：豆一供应平稳需求低迷，花生市场聚焦鲁花收购动向-20251211

1. Report Industry Investment Rating - The investment rating for both soybeans and peanuts is neutral [4][7] 2. Core Views - The supply of soybeans is stable, but the demand is sluggish. The price of new - season soybeans in the Northeast is rising, but the actual trading is slow. The price of soybeans in the Huanghuaihai and Hubei - Hunan regions is stable. The pre - holiday stock - up market has not appeared, and the sales in the distribution areas are slow [2][3] - The peanut market is in a wait - and - see state with light trading. The market is waiting for the acquisition intention of Luhua Oil Factory to become clearer. The futures price of peanuts rose slightly, and the spot price was basically stable [4][5][6] 3. Summary by Related Content Soybean Market Analysis - Futures: The closing price of the Douyi 2601 contract yesterday was 4161.00 yuan/ton, up 72.00 yuan/ton or 1.76% from the previous day [1] - Spot: The basis of edible soybeans was A01 - 1, down 12 or 32.14% from the previous day. The new - season soybean prices in the Northeast are rising, with an increase of 10 - 40 yuan/ton. The actual trading is slow, and the tower - grain prices are mainly stable [1][2] Market Information - The prices of new - season soybeans in the Northeast are rising, but the actual trading is slow. The prices of tower - grain in different regions are stable or rising slightly. The prices of soybeans in the Huanghuaihai and Hubei - Hunan regions are stable, and the terminal demand is weak [2][3] Strategy - The strategy for soybeans is neutral [4] Peanut Market Analysis - Futures: The closing price of the Peanut 2601 contract yesterday was 8086.00 yuan/ton, up 26.00 yuan/ton or 0.32% from the previous day [4] - Spot: The average spot price of peanuts was 8182.00 yuan/ton, unchanged from the previous day. The basis was PK01 - 1286.00, down 26.00 or 2.06% from the previous day. The average price of general peanuts in the country was basically stable [4] Market Information - The peanut market is in a wait - and - see state. Luhua Oil Factory has not entered the market on a large scale. The arrival volume of other oil factories is low, and the acquisition is based on quality. Farmers are reluctant to sell, and traders and food factories are not actively purchasing [5][6] Strategy - The strategy for peanuts is neutral [7]