油脂油料早报-20260210

Group 1: Report Industry Investment Rating - No relevant content Group 2: Report's Core View - The report provides overnight market information on oilseeds, including US soybean export inspection volume, private export sales to China, Brazilian soybean exports and harvest progress, and Canadian rapeseed processing and exports [1] - It also presents spot prices of various oilseeds and oils from February 3 - 9, 2026 [1][2] Group 3: Summary by Relevant Catalogs Overnight Market Information - As of the week ending February 5, 2026, US soybean export inspection volume was 1,136,099 tons, meeting the expected range of 800,000 - 1,650,000 tons, with 747,198 tons to China, accounting for 65.8% of the total. The cumulative export inspection volume this crop - year is 23,136,299 tons, compared to 35,290,772 tons in the same period last year [1] - Private exporters reported selling 264,000 tons of soybeans to China for the 2025/2026 market year [1] - Brazil exported 1,183,561.74 tons of soybeans in the first week of February, with a daily average of 236,712.35 tons, a 26% decrease from the daily average in February last year [1] - As of last Thursday, Brazilian farmers completed 16% of the 2025/26 soybean harvest, up 6 percentage - points from the previous week and slightly higher than last year's 15% [1] - In Canada, rapeseed processing volume in December reached 1.08 million tons, a 6% increase from last December, and the 5.1 million tons processed from August to December set a new record for the same period. However, export volume is expected to be cut to 7 - 7.5 million tons, and only 1.4 million tons were exported in the first 4 months of the 2025/26 market year, with only 200,000 tons to China [1] Spot Prices - Spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from February 3 - 9, 2026 are presented. For example, soybean meal in Jiangsu was 3020 on February 3 and 3020 on February 9 [2]