银河期货花生日报-20260115

Group 1: Report Overview - Report Name: Peanut Daily Report [1] - Date: January 15, 2026 [1] Group 2: Data Summary Futures Data - PK604: Closing price 7800, down 26 (-0.33%); Volume 21,399, down 25.60%; Open interest 32,309, down 0.31% [3] - PK610: Closing price 8216, down 24 (-0.29%); Volume 217, up 80.83%; Open interest 2,773, up 3.24% [3] - PK601: Open interest 1,012, unchanged [3] Spot and Basis Data - Spot prices: Henan Nanyang 7400, Shandong Jining 8400, Shandong Linyi 8400; Rize peanut meal 3250, Rize soybean meal 3100; Peanut oil 14320, Rize first-grade soybean oil 8330 [3] - Price changes: All spot prices unchanged except Rize first-grade soybean oil down 50 [3] - Basis: Henan Nanyang -400, Shandong Jining 600, Shandong Linyi 600; Soybean meal - peanut meal, -4; Peanut oil - soybean oil, 5990 [3] - Import prices: Sudanese peanuts 8600, unchanged; Senegalese peanuts price unchanged [3] Spread Data - PK04 - PK10 spread: -416, down 2 [3] Group 3: Market Analysis - Peanut prices in Henan and Northeast China are stable. Northeast Jilin Fuyu 308 common peanuts at 4.55 yuan/jin, Liaoning Changtu at 4.55 yuan/jin; Henan Baisha common peanuts at 3.6 - 3.8 yuan/jin, Shandong Junan at 3.5 yuan/jin [5] - Imported peanut prices are stable. Sudanese refined peanuts at 8600 yuan/ton, Brazilian new peanuts at 9200 yuan/ton, Indian 50/60 peanuts at 8000 yuan/ton [5] - Peanut oil prices are stable. Domestic first-grade common peanut oil at 14300 yuan/ton, small-pressed fragrant peanut oil at 16500 yuan/ton [5][7] - By-product prices are stable. Rize soybean meal at 3100 yuan/ton, peanut meal with 48% protein at 3100 yuan/ton [7] - Short-term peanut prices are expected to be relatively stable due to increased supply and weak downstream demand. Peanut futures are likely to fluctuate at the bottom [5][9] Group 4: Trading Strategies - Unilateral: Go short-term long on 05 peanuts at low prices [10] - Calendar spread: Wait and see [11] - Options: Sell PK603 - P - 8200 at high prices [12] Group 5: Relevant Figures - Figure 1: Shandong peanut spot prices [14] - Figure 2: Peanut oil mill crushing profits [14] - Figure 3: Peanut oil prices [21] - Figure 4: Peanut spot and continuous contract basis [21] - Figure 5: Peanut 4 - 10 contract spread [23] - Figure 6: Peanut 1 - 4 contract spread [23]