油料日报：豆一现货清淡观望年后，花生报价稀少平稳运行-20260211

1. Report Industry Investment Rating - The investment rating for both soybeans and peanuts is neutral [3][4] 2. Core Views - For soybeans, the futures market showed an increase in positions and prices. As the Spring Festival approaches, the spot market has become quiet with limited trading, presenting a situation of weak supply and demand. Most market participants are waiting to see the post - holiday trend [1][2] - For peanuts, the futures market had a narrow - range fluctuation. The market has limited arrivals, and processing enterprises are on holiday. The oil mills' purchase prices are stable but they are gradually stopping purchases and operations. It is expected that peanut prices will remain stable before the Spring Festival [3] 3. Summary by Related Catalogs Soybean Market Analysis - Futures: The closing price of the Douyi 2605 contract was 4499.00 yuan/ton, up 112.00 yuan/ton or 2.55% from the previous day [1] - Spot: The basis of edible soybeans was A05 + 101, down 112 or 32.14% from the previous day. Northeast soybean prices remained stable, and the pre - Spring Festival stocking was basically over [1] Peanut Market Analysis - Futures: The closing price of the peanut 2603 contract was 8044.00 yuan/ton, unchanged from the previous day [3] - Spot: The average spot price of peanuts was 8018.00 yuan/ton, down 1049.00 yuan/ton or 11.57% month - on - month. The basis was PK03 - 1244.00, unchanged from the previous day. The overall peanut price was basically stable, and oil mills' purchase prices were also stable but with limited arrivals [3]