油脂油料早报 研究中心农产品团队 2025/08/29 隔 夜 市 场 信 息 ： 8月21日止当周美国豆粕出口销售合计净增26.2万吨，符合预期 USDA出口销售报告显示，8月21日止当周，美国当前市场年度豆粕出口销售净增4.73万吨，较之前一周增加3%，较 前四周均值减少34%。市场预估为净增2.5-15万吨。 当周，美国下一年度豆粕出口销售净增21.48万吨。市场预估为净增10-30万吨。 当周，美国豆粕出口装船19.81万吨。较之前一周减少25%，较前四周均值减少35%。 当周，美国当前市场年度豆粕新销售5.03万吨，下一市场年度豆粕新销售21.48万吨。 美国7月大豆压榨量预计为2.072亿蒲式耳 分析机构调查显示，美国7月大豆压榨量将增加至621.8万短吨，或2.072亿蒲式耳。 根据美国农业部数据，如果九家分析机构的预估均值成真，压榨量将较6月的1.971亿蒲式耳增加5.1%，较2024年7 月压榨量1.933亿蒲式耳增加7.2%。这也将是7月同期压榨量的纪录最高水平，单月压榨量的纪录第五高。 为应对生物燃料生产商带来的植物油需求激增，美国大豆压榨企业扩大产能或增加设备，导致产量创历史高位。分 ...

Group 1: Report Core View - Brazil's soybean exports in July are expected to reach 1,205 million tons, lower than the previous week's estimate of 1,211 million tons, and the July soybean meal exports are expected to reach 213 million tons, lower than the previous week's estimate of 240 million tons [1] - Argentina will resume soybean and by - product exports once the government officially implements the weekend - announced policy of reducing withholding tax. The soybean export withholding tax rate will be reduced from 33% to 26%, and that of soybean by - products from 31% to 24.5% [1] - Canada's rapeseed crushing volume in June 2025 was 856,096 tons, a 3% increase from the previous month and a 10.27% increase year - on - year. Rapeseed oil production was 364,592 tons, a 3.22% month - on - month increase and an 8.86% year - on - year increase. Rapeseed meal production was 507,038 tons, a 3.47% month - on - month increase and a 13.32% year - on - year increase [1] - The EU and Indonesia have reached an agreement. The EU will reduce the tax on Indonesian palm oil to 0% under the yet - to - be - signed CEPA, with a quota system. Any palm oil exceeding the quota will face a 3% tariff [1] Group 2: Spot Price - From July 23 to July 29, 2025, 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 showed different fluctuations [4] Group 3: Other Information - There are data on oilseeds basis, oilseeds and fats price spreads, and protein meal basis, but no specific data content is provided [7][8][12]