油脂价格震荡

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基本面维持稳定,油脂价格震荡
Hua Tai Qi Huo· 2025-05-29 02:55
基本面维持稳定,油脂价格震荡 油脂观点 市场分析 期货方面,昨日收盘棕榈油2509合约8076.00元/吨,环比变化+32元,幅度+0.40%;昨日收盘豆油2509合约7712.00 元/吨,环比变化-28.00元,幅度-0.36%;昨日收盘菜油2509合约9403.00元/吨,环比变化-41.00元,幅度-0.43%。现 货方面,广东地区棕榈油现货价8530.00元/吨,环比变化+80.00元,幅度+0.95%,现货基差P09+454.00,环比变化 +48.00元;天津地区一级豆油现货价格7920.00元/吨,环比变化+0.00元/吨,幅度+0.00%,现货基差Y09+208.00, 环比变化+28.00元;江苏地区四级菜油现货价格9580.00元/吨,环比变化-40.00元,幅度-0.42%,现货基差 OI09+177.00,环比变化+1.00元。 近期市场咨询汇总:美国农业部(USDA)周三凌晨公布的每周作物生长报告显示,截至5月25日当周,美国大豆 种植率为76%,低于市场预期的78%,此前一周为66%,去年同期为66%,五年均值为68%;美国玉米种植率为87%, 低于市场预期的88%,此前一周为7 ...
油脂日报:油脂供应宽松,价格震荡运行-20250520
Hua Tai Qi Huo· 2025-05-20 03:36
油脂日报 | 2025-05-20 油脂供应宽松,价格震荡运行 油脂观点 市场分析 期货方面,昨日收盘棕榈油2509合约7998.00元/吨,环比变化+14元,幅度+0.18%;昨日收盘豆油2509合约7776.00 元/吨,环比变化+22.00元,幅度+0.28%;昨日收盘菜油2509合约9361.00元/吨,环比变化+84.00元,幅度+0.91%。 现货方面,广东地区棕榈油现货价8510.00元/吨,环比变化-50.00元,幅度-0.58%,现货基差P09+512.00,环比变 化-64.00元;天津地区一级豆油现货价格8050.00元/吨,环比变化-40.00元/吨,幅度-0.49%,现货基差Y09+274.00, 环比变化-62.00元;江苏地区四级菜油现货价格9540.00元/吨,环比变化+80.00元,幅度+0.85%,现货基差 OI09+179.00,环比变化-4.00元。 近期市场咨询汇总:南部半岛棕榈油压榨商协会(SPPOMA)数据显示,2025年5月1-15日马来西亚棕榈油单产增 加6.34%,出油率增加0.41%,产量增加8.50%。巴西南里奥格兰德州农业厅(Emater)发布的数据显 ...
国投期货:农产品日报-20250501
Guo Tou Qi Huo· 2025-05-01 01:43
Report Industry Investment Ratings - Operation ratings for different agricultural products: unclear ratings for "ななな" (soybean No.1), "女女女" (soybean meal), ☆☆☆ for soybean oil, palm oil, rapeseed meal, rapeseed oil, and corn; ★☆★ for pig and egg [1] Core Views - Short - term attention should be paid to the supply pattern change of imported soybeans from tight to loose, and also to policy and supply - demand changes [2] - The soybean meal futures may be strong in the short - term, and its upward momentum will weaken when Brazilian soybean procurement speeds up and North American weather risks decrease [3] - The prices of soybean oil and palm oil will fluctuate repeatedly due to factors such as low procurement progress of Chinese third - quarter soybean shipments and palm oil's production increase period [4] - The downward space of rapeseed meal is limited, and investors can pay attention to later long - position opportunities [6] - The corn futures continue to rise, and the market situation may expand after the domestic grain - right conversion is completed [7] - The pig futures are weak, and attention should be paid to the decline space of spot prices as the number and weight of pig slaughter increase [8] - The egg price is expected to be weak in the long - term due to factors such as seasonal decline and capacity release [9] Summary by Related Catalogs Soybean - The domestic soybean main contract significantly reduced positions before the holiday, and the reserve soybeans are still being released. After the May Day holiday, soybean supply will change from tight to loose, and short - term attention should be paid to policies and supply - demand [2] Soybean & Soybean Meal - Near the May Day holiday, soybean meal significantly reduced positions. After the holiday, the supply pattern will change, and attention should be paid to the pressure on spot and basis. The soybean meal futures may be strong in the short - term [3] Soybean Oil & Palm Oil - Before the May Day holiday, soybean oil and palm oil were relatively resistant to decline. After the holiday, attention should be paid to the pressure on soybean oil spot and basis. The prices of the two oils will fluctuate repeatedly [4] Rapeseed Meal & Rapeseed Oil - After the May Day holiday, the soybean shortage situation will ease. The proportion of soybean meal in feed is expected to decrease. The domestic inventory of rapeseed products has declined, and the downward space of rapeseed meal is limited [6] Corn - Corn futures continue to rise. The port inventory pressure has decreased, and the downstream processing capacity has recovered. There are differences among traders, and the market situation may expand [7] Pig - The pig futures are weak, and the 11 - month contract hit a new low. The spot price is stable. The number and weight of pig slaughter are expected to increase, and attention should be paid to the decline of spot prices [8] Egg - The egg spot price is weak, and the futures price declined before the holiday. After the holiday, the demand will be weak, and the egg price is expected to be weak in the long - term [9]