Group 1: Overnight Market Information - As of the week ending May 15, 2025, the U.S. soybean export inspection volume was 217,842 tons, lower than the market forecast of 300,000 - 550,000 tons, and the previous week's revised volume was 439,545 tons [8] - As of the week ending May 18, 2025, the U.S. soybean planting rate was 66%, higher than the market expectation of 65%, the previous week was 48%, last year's same - period was 50%, and the five - year average was 53%. The emergence rate was 34%, the previous week was 17%, last year's same - period was 25%, and the five - year average was 23% [8] - Private exporters reported the export sale of 145,000 tons of soybean cake and soybean meal to the Philippines for the 2024/25 market year [8] - Abiove raised the forecast of Brazil's 2024/25 soybean production to 169.7 million tons, previously 169.6 million tons, and slightly lowered the export volume forecast to 108.2 million tons, previously 108.5 million tons. It maintained the forecasts of soybean oil production, soybean meal export volume, and soybean meal production [8] - From the first three weeks of May, Brazil exported 7,836,693.24 tons of soybeans, with a daily average export volume of 712,426.66 tons, a 11.34% increase compared to the daily average export volume in May of the previous year [8] - In April 2025, China's palm oil imports were 160,000 tons, a 6.4% year - on - year increase. From January to April, the imports were 540,000 tons, a 22.8% year - on - year decrease. The January - April soybean oil imports were 20,000 tons, a 69.5% year - on - year decrease. The April rapeseed oil and mustard oil imports were 180,000 tons, an 18.4% year - on - year increase, and the January - April imports were 910,000 tons, a 35.6% year - on - year increase [8] - From May 1 - 15, 2025, Malaysia's palm oil production increased by 8.50% month - on - month, fresh fruit bunch yield increased by 6.34%, and oil extraction rate increased by 0.41% [8] Group 2: Spot Prices - The 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 May 13 - 19, 2025 are provided [1]

广东荔枝销北 美！中荔集团再 度开启千里 送"荔"甜蜜之旅 _南方+_南方 plus 货车齐备，蓄势 待发，60吨荔枝 即将踏上前往世 界的征程。 琼浆玉露凝佳 果，火山岩、广 荔红、迟美人三 大荔枝品种全球 发布。 身段优雅，歌声 婉转，捧着传承 千年的荔枝，中 荔花旦再度惊艳 亮相。 5月18日，2025 广东荔枝出口首 发暨中荔高品质 荔枝全球发布会 （以下简称"活 动"）在广州隆 重举办。此次活 动由高明区农业 农村局指导，广 东中荔农业集团 有限公司（以下 简称"中荔集 团"）主办，旨 在以农业高质量 发展促进农产品 出口为重要抓 手，积极拓展国 际市场，着力提 高广东农业对外 开放水平。此次 活动不仅标志着 2025年中荔集团荔枝首发。 中荔集团董事长 陈耀华介绍，近 年来，在广东省 农业农村厅、佛 广东荔枝出口工 作再开新篇，更 展现了中荔集团 在荔枝产业中的 引领地位和强大 实力。 出口启航 广东荔枝世界共 享 中荔集团总部， 一辆辆满载荔枝 的货车整齐排 列。随着发车仪 式成功举办，货 车缓缓驶出，带 着岭南大地的甜 蜜与芬芳，踏上 了前往世界的征 程。据悉，中荔 集团此次出口荔 枝共计60 ...

期货热点追踪 USDA出口净销售报告：美豆出口销售量大减，美玉米出口超预期。点击查看。 相关链接 ...

Core Insights - Shandong Province achieved a record high agricultural product export value of 39.95 billion yuan in Q1 2025, marking a 6.7% increase and accounting for 22.9% of the national agricultural product export value, maintaining its position as the largest agricultural exporter in China [1] Group 1: Agricultural Export Performance - The main agricultural products contributing to the export growth include vegetables and edible fungi, which reached 10.94 billion yuan with an 8.5% increase; aquatic products at 8.08 billion yuan with a 17.2% increase; and dried and fresh fruits and nuts at 2.64 billion yuan with a 17.3% increase, collectively representing 54.2% of the total agricultural export value [1] - The customs authorities are enhancing smart customs initiatives and implementing a series of facilitation measures to promote the international market presence of Shandong's high-quality agricultural products [1] Group 2: Innovative Measures for Export Facilitation - Innovative measures have been introduced to expedite agricultural product exports, such as data sharing with agricultural and big data departments, which reduced customs clearance time by 6 days for edible fungi exports [2] - A new integrated management model for meat exports to the EU has been implemented, reducing clearance time from 5 days to seconds, resulting in a 29.6% increase in meat exports to the EU in Q1 [2] - The use of international road transport (TIR) for fresh vegetables has led to a 56.4% increase in agricultural product exports via road in Q1 [2] Group 3: Policy Support and Market Expansion - A comprehensive set of ten measures has been established to support the development of national agricultural open development pilot zones, with the Weifang National Agricultural Comprehensive Zone exporting agricultural products worth 4.04 billion yuan, a 5.4% increase in Q1 [2] - The establishment of the Yellow River Basin Agricultural and Food Products Evaluation Base Alliance has helped address foreign technical trade barriers, leading to significant export growth for garlic (14%), honey (63.6%), and broccoli (36.8%) [2] - Shandong's agricultural products were exported to 192 countries and regions globally in Q1, with exports to RCEP member countries totaling 19.68 billion yuan, accounting for 49.2% of the province's agricultural export value [3]

Group 1 - The core viewpoint of the news is that Hubei's "Qianjiang Lobster" has officially entered the Middle Eastern market with the first export of 20 tons of seasoned crayfish to Saudi Arabia, marking a significant milestone for the region's seafood industry [1] - Hubei Qianjiang is known as the "hometown of Chinese crayfish," and over 20 years, it has developed a complete industrial chain for crayfish, including breeding, farming, deep processing, sales, and exports, with over 20 product varieties [1] - The local customs authority has facilitated the export process by providing support and guidance to ensure product quality and safety, including establishing a "green channel" for efficient customs clearance [1] Group 2 - The local customs has implemented targeted measures to support the export of Qianjiang crayfish, including collecting feedback from enterprises, enhancing food safety management systems, and providing timely information on inspection and quarantine requirements for export destinations [2] - In the first quarter of this year, the customs authority supervised the export of 268.8 tons of crayfish products, with a total value of 16.223 million yuan, representing year-on-year increases of 14.2% and 12.7%, respectively [2]

2025 年 4 月 16 日 商 品 研 究 棕榈油：美豆油库存下降，支撑国际油脂 豆油：宏观影响减弱，震荡整理 | 投资咨询从业资格号：Z0021380 | lijunyu028807@gtjas.com | | --- | --- | | 李隽钰 | | 【基本面跟踪】 油脂基本面数据 | | 棕榈油主力 | 单 位 元/吨 | 收盘价 (日盘） 8,720 | 涨跌幅 -0.32% | 收盘价 （夜盘） 8,148 | 涨跌幅 -6.56% | | --- | --- | --- | --- | --- | --- | --- | | | 豆油主力 | 元/吨 | 7,706 | -0.36% | 7,708 | 0.03% | | | 菜油主力 | 元/吨 | 9,255 | -1.36% | 9,302 | 0.51% | | 期 货 | 马棕主力 | 林吉特/吨 | 4,107 | -1.51% | 4,121 | 0.32% | | | CBOT豆油主力 | 美分/磅 | 47.80 | 2.03% | | | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | ...