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油脂油料早报-20250919
Yong An Qi Huo· 2025-09-19 01:08
Report Industry Investment Rating - Not provided Core Viewpoints - Conab anticipates Brazil's 2025/26 soybean production to rise by 3.6% to 177.67 million tons, with the planting area expanding by 3.7% to 49.08 million hectares; corn production is expected to be 138.28 million tons, and the planting area is estimated at 22,630 tons [1]. - Conab predicts Brazil's 2025/26 soybean exports to reach a record 112.12 million tons, mainly driven by exports to China; corn exports are expected to be 4.65 million tons [1]. - The USDA reports that for the week ending September 11, US 2025/26 market - year soybean export sales net increased by 92.30 million tons, meeting expectations; exports loaded were 83.71 million tons, up 31% from the previous week and 70% from the four - week average [1]. - China's customs data shows that in August, palm oil imports were 340,000 tons (up 16.5% year - on - year), soybean oil imports were 100,000 tons (up 113.9% year - on - year), and rapeseed and mustard oil imports were 140,000 tons (up 18.7% year - on - year) [1]. Summary by Related Catalogs Overnight Market Information - Conab's first forecast for the 2025/2026 crop year shows an increase in Brazil's soybean production and planting area, and a slight decrease in corn production; soybean and corn exports are expected to rise [1]. - The USDA's export sales report indicates the situation of US soybean export sales and shipments for the week ending September 11 [1]. - China's customs data reveals the import volume and year - on - year changes of palm oil, soybean oil, and rapeseed and mustard oil in August and from January to August [1]. 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 September 12 to September 18, 2025, are presented, showing price fluctuations [2]. Protein Meal Basis and Oil Basis - Not provided with specific content Oilseed and Oil Futures Price Spreads - Not provided with specific content
油脂油料早报-20250912
Yong An Qi Huo· 2025-09-12 01:08
| 日期 | 豆粕江苏 | 菜粕广东 | 豆油江苏 | 棕榈油广州 | 菜油江苏 | | --- | --- | --- | --- | --- | --- | | 2025/09/05 | 2980 | 2590 | 8640 | 9470 | 9960 | | 2025/09/08 | 2980 | 2580 | 8600 | 9410 | 10030 | | 2025/09/09 | 2970 | 2590 | 8600 | 9420 | 10050 | | 2025/09/10 | 2960 | 2590 | 8520 | 9170 | 10030 | | 2025/09/11 | 2970 | 2610 | 8510 | 9260 | 10050 | 油脂油料早报 研究中心农产品团队 2025/09/12 隔 夜 市 场 信 息 : 9月4日止当周美国大豆出口销售合计净增62.25万吨 USDA出口销售报告显示,9月4日止当周,美国2025/2026年度(9月1日开始)大豆出口销售净增54.11万吨,从 2024/2025年度结转而来的销售总计76.7万吨。 截至8月31日的出口装船为40.66万吨 ...
油脂油料早报-20250911
Yong An Qi Huo· 2025-09-11 01:11
1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - The net increase in US soybean export sales for the 2025/26 season from September 1 - 4 is expected to be between 40 - 160 million tons, with US soybean meal export sales expected to net increase by 5 - 90 million tons and US soybean oil export sales by 0 - 1.6 million tons [1] - Argentina's 2025/26 soybean planting area is expected to decrease by 4.3% to 17.6 million hectares due to farmers choosing to plant other crops [1] - Malaysia's August palm oil inventory reached a two - year high due to strong production, with inventory increasing by 4.18% to 2.2 million tons, production increasing by 2.35% to 1.86 million tons, and exports slightly decreasing by 0.29% to 1.32 million tons [1] - Malaysia's palm oil exports from September 1 - 10 decreased by 1.2% according to ITS and 8.4% according to AmSpec compared to the previous month [1] 3. Summaries by Relevant Catalogs Overnight Market Information - US soybean export sales for the 2025/26 season from September 1 - 4 are expected to net increase by 40 - 160 million tons, soybean meal by 5 - 90 million tons, and soybean oil by 0 - 1.6 million tons [1] - Argentina's 2025/26 soybean planting area is expected to decrease by 4.3% to 17.6 million hectares [1] - Malaysia's August palm oil inventory increased by 4.18% to 2.2 million tons, production increased by 2.35% to 1.86 million tons, exports decreased by 0.29% to 1.32 million tons, and domestic consumption increased by over 6% to 490,923 tons [1] - Malaysia's September 1 - 10 palm oil exports decreased by 1.2% according to ITS and 8.4% according to AmSpec [1] Spot Prices - Spot prices of various products such as soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from September 4 - 10, 2025 are presented in a table [2] Protein Meal Basis - No specific content provided [3] Fatty Oil Basis - No specific content provided [5] Fatty Oil Futures Spread - No specific content provided [7]
油脂油料早报-20250829
Yong An Qi Huo· 2025-08-29 02:30
Report Summary 1) Report Industry Investment Rating No information provided. 2) Core Viewpoints - The US soybean meal export sales and shipments showed mixed performance in the week ending August 21, 2025, with current - year sales increasing and shipments decreasing [1]. - The estimated soybean crushing volume in the US in July 2025 is expected to reach a record high for the same period, driven by increased demand for vegetable oil from bio - fuel producers and higher profits [1]. - The soybean planting area in Brazil's Paraná state is expected to expand by 1% in the 2025/26 season, and the yield may increase by 4% [1]. - Canada's rapeseed production is expected to increase by 3.6% in 2025 due to a 5.7% increase in yield, offsetting the 2.0% reduction in the harvesting area [1]. 3) Summary by Related Catalogs Overnight Market Information - US soybean meal export sales: In the week ending August 21, 2025, current - year export sales net increased by 4.73 million tons (up 3% from the previous week and down 34% from the four - week average), and next - year sales net increased by 21.48 million tons. Market expectations were 2.5 - 15 million tons for current - year and 10 - 30 million tons for next - year sales. Export shipments were 19.81 million tons, down 25% from the previous week and 35% from the four - week average [1]. - US soybean crushing volume in July 2025: Expected to be 207.2 million bushels (6.218 million short tons), up 5.1% from June and 7.2% from July 2024, a record high for the same period. The estimated range is 204.8 - 212.0 million bushels, with a median of 207.1 million bushels. The increase is due to increased demand from bio - fuel producers and higher profits [1]. - US soybean oil inventory as of July 31, 2025: Expected to be 1.903 billion pounds, up 0.5% from the end of June and down 5.2% from July 2024. The estimated range is 1.875 - 1.960 billion pounds, with a median of 1.9 billion pounds [1]. - Brazil's Paraná state: The 2025/26 soybean planting area is expected to be about 5.8 million hectares, up 1% from the previous year, and the yield may reach about 22 million tons, up 4% [1]. - Canada's rapeseed: The 2025 production is expected to increase by 3.6% to 19.9 million tons, with a 5.7% increase in yield to 41.0 bushels per acre, offsetting a 2.0% reduction in the harvesting area to 21.4 million acres [1]. Spot Prices | Date | Soybean Meal (Jiangsu) | Rapeseed Meal (Guangdong) | Soybean Oil (Jiangsu) | Palm Oil (Guangzhou) | Rapeseed Oil (Jiangsu) | | --- | --- | --- | --- | --- | --- | | 2025/08/22 | 2980 | 2540 | 8620 | 9530 | 10010 | | 2025/08/25 | 3010 | 2570 | 8700 | 9520 | 10010 | | 2025/08/26 | 2990 | 2560 | 8670 | 9440 | 10030 | | 2025/08/27 | 2970 | 2550 | 8610 | 9440 | 9970 | | 2025/08/28 | 2960 | 2520 | 8580 | 9350 | 9880 | [2]
油脂油料早报-20250815
Yong An Qi Huo· 2025-08-15 08:58
Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - The report presents the latest information on the global oilseeds and oils market, including U.S. export sales, Brazilian production forecasts, and Indian import trends. These data provide a basis for market participants to understand the supply - demand dynamics of the industry [1]. 3. Key Points by Category U.S. Export Sales - For the week ending August 7, U.S. current - market - year soybean export sales net decreased by 37.76 tons, a 181% drop from the previous week and a 235% decrease from the four - week average. Next - year soybean export sales net increased by 113.3 tons. Export shipments were 53.31 tons, a 23% decrease from the previous week but a 26% increase from the four - week average [1]. - For the same week, U.S. current - market - year bean meal export sales net increased by 2.63 tons, an 84% decrease from the previous week and an 86% decrease from the four - week average. Next - year bean meal export sales net increased by 24.67 tons. Export shipments were 36 tons, a 14% increase from the previous week and a 15% increase from the four - week average [1]. Brazilian Production Forecasts - Abiove raised Brazil's 2024/25 soybean production forecast to 170.3 million tons from 169.7 million tons. It also increased the soybean crushing volume forecast to 58.1 million tons from 57.8 million tons and the soybean export forecast to 109.5 million tons from 109 million tons [1]. - The 2024/25 bean meal export forecast was maintained at 23.6 million tons, the soybean oil export forecast at 1.35 million tons. The soybean oil production forecast was increased to 11.65 million tons from 11.6 million tons, and the bean meal production forecast to 44.8 million tons from 44.5 million tons [1]. Indian Import Trends - In July, Indian palm oil imports declined by 10.5% to 855,695 tons due to canceled contracts. Meanwhile, soybean oil imports jumped 36.9% to 492,336 tons, reaching a three - year high. Sunflower oil imports decreased by 7.5% to 200,010 tons [1]. - The increase in soybean oil imports drove the total edible oil imports in July to rise 1.1% to 1.55 million tons, the highest since November last year. Indian 2024/25 soybean oil imports are expected to surge 60% year - on - year to a record 5.5 million tons [1]. Spot Prices - Spot prices for various oilseeds and oils in different regions (Jiangsu and Guangdong) from August 8 to August 14, 2025, are presented, including those for bean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil [4].
油脂油料早报-20250704
Yong An Qi Huo· 2025-07-04 02:40
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The US soybean and soybean meal export sales data for the week ending on the 26th showed significant increases in net sales compared to the previous week and the four - week average, while the export shipments decreased to some extent [1]. - Malaysia's palm oil inventory in a certain month is expected to decline for the first time in four months due to unexpectedly reduced production and strong export demand [1]. 3. Summary by Related Catalogs Overnight Market Information - **Soybean Exports**:民间出口商向未知目的地出口销售22.6万吨大豆(2024/2025市场年度付运);26日止当周,美国当前市场年度大豆出口销售净增46.24万吨,较前一周增加15%,较前四周均值增加62%,下一市场年度净增23.90万吨;当周美豆出口装船25.16万吨,较前一周减少5%,较此前四周均值减少27%;当前市场年度新销售53.32万吨,下一市场年度新销售23.91万吨 [1]. - **Soybean Meal Exports**:民间出口商向未知目的地出口销售19.5万吨豆粕(4.5万吨2024/2025市场年度付运,15万吨2025/2026市场年度付运);26日止当周,美国当前市场年度豆粕出口销售净增30.62万吨,较前一周增加226%,较前四周均值增加69%,下一市场年度净增39.74万吨;当周美豆粕出口装船23.83万吨,较前一周减少15%,较此前四周均值减少8%;当前市场年度新销售35.78万吨,下一市场年度新销售39.74万吨 [1]. - **Malaysian Palm Oil**:库存料降至199万吨,较5月减少0.24%;毛棕榈油产量预计环比下降4.04%至170万吨;出口预计增加4.16%至145万吨;国内消费量预计为326,677吨 [1]. 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 June 27 to July 3, 2025, showed certain fluctuations [5].
油脂油料早报-20250623
Yong An Qi Huo· 2025-06-23 01:14
Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View The report presents the latest overnight market information on oilseeds and oils, including export sales, production estimates, and export volume data from major producing countries, as well as spot prices, basis, and price spreads [1][2]. 3. Summary by Relevant Catalog Overnight Market Information - **US Soybean Export Sales**: For the week ending June 12, US current market - year soybean export sales net increased by 53.95 million tons, up 779% from the previous week and 204% from the four - week average, exceeding market expectations. Next market - year export sales net increased by 7.52 million tons. Export shipments were 40.61 million tons, down 10% from the previous week but up 33% from the four - week average [1]. - **Argentine Soybean Production**: The 2024/25 soybean planting area is estimated at 17.8 million hectares, up 0.6% from last month's estimate and 7.2% from the previous year. Production is estimated at 49.9 million tons, up 1.8% from last month's estimate and 3.5% from the previous year [1]. - **Malaysian Palm Oil Exports**: SGS data shows that exports from June 1 - 20, 2025 were 759,881 tons, up 16.66% from the same period last month. ITS data shows exports were 847,695 tons, up 14.3% from the same period last month [1]. - **Canadian Rapeseed Exports**: For the week ending June 15, exports decreased 17% to 131,400 tons. From August 1, 2024 to June 15, 2025, exports were 8.8139 billion tons, up 54.2% from the same period last year. As of June 15, commercial inventory was 117,290 tons [1]. Spot Prices - Spot prices of various oilseeds and oils in different regions from June 16 - 20, 2025 are provided, including those of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu [2]. Others - There are also sections on protein meal basis, oil basis, and oilseed price spreads, but no specific content is provided in the given text [3][6][7].
油脂油料早报-20250606
Yong An Qi Huo· 2025-06-06 05:19
油 脂 油 料 盘 面 价 差 : | 免责声明: | | --- | 油脂油料早报 研究中心农产品团队 2025/06/06 隔 夜 市 场 信 息 : 【美国农业部】5月29日止当周美国大豆出口销售合计净增19.79万吨,符合预期 美国农业部(USDA)周四公布的出口销售报告显示,5月29日止当周,美国当前市场年度大豆出口销售净增19.43万 吨,较之前一周增加33%,较前四周均值减少30%。市场预估为净增1050万吨。其中,对中国大陆出口销售净减0.11万 吨。 当周,美国大豆出口装船30.86万吨。较之前一周增加47%,较前四周均值增加8%。其中,对中国大陆出口装船6.5 万吨。 当周,美国当前市场年度大豆新销售20.81万吨,下一市场年度大豆新销售0.35万吨。 【美国农业部】5月29日止当周美国豆粕出口销售合计净增26.49万吨,符合预期 USDA出口销售报告显示,5月29日止当周,美国当前市场年度豆粕出口销售净增25.47万吨,较之前一周减少40%, 较前四周均值减少14%。市场预估为净增20-50万吨。 当周,美国豆粕出口装船23.85万吨。较之前一周减少12%,较前四周均值减少6%。 当周, ...
油脂油料早报-20250523
Yong An Qi Huo· 2025-05-23 08:00
油脂油料早报 研究中心农产品团队 2025/05/23 隔 夜 市 场 信 息 : 日止当周美国大豆出口销售合计净增 USDA出口销售报告显示, 15日止当周,美国当前市场年度大豆出口销售净增30.79万吨,较之前一周增加9%,较 前四周均值减少10%。市场预估为净增10-30万吨。 当周,美国下一年度大豆出口销售净增1.5万吨。市场预估为净增9-40万吨。 当周,美国大豆出口装船25.08万吨,创市场年度低位,较之前一周减少42%,较前四周均值减少43%。 当周,美国当前市场年度大豆新销售31.41万吨,下一市场年度大豆新销售1.5万吨。 日止当周美国豆粕出口销售合计净增 15日止当周,美国当前市场年度豆粕出口销售净增35.96万吨,较之前一周增加25%,较前四周均值增加61%。市 场预估为净增10-40万吨。 当周,美国下一年度豆粕出口销售净增2.31万吨。市场预估为净增0-5万吨。 当周,美国豆粕出口装船24.87万吨。较之前一周减少4%,较前四周均值减少14%。 当周,美国当前市场年度豆粕新销售38.92万吨,下一市场年度豆粕新销售2.31万吨。 年度油菜籽出口量预估,但维持年末库存预估不变 加拿大农 ...
油脂油料早报-20250509
Yong An Qi Huo· 2025-05-09 06:27
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