油脂油料早报 研究中心农产品团队 2025/08/22 隔 夜 市 场 信 息 ： USDA：8月14日止当周美国大豆出口销售合计净增113.69万吨 符合预期 美国农业部（USDA）周四公布的出口销售报告显示，8月14日止当周，美国当前市场年度大豆出口销售净减0.57万 吨，较之前一周减少98%，较前四周均值减少105%，市场此前预估为净减30.0万吨至净增30.0万吨。 当周，美国下一市场年度大豆出口销售净增114.26万吨，市场此前预估为净增40.0万吨至净增100.0万吨。 当周，美国大豆出口装船为51.79万吨，较之前一周减少3%，较此前四周均值增加9%。 当周，美国当前市场年度大豆新销售13.65万吨。美国下一市场年度大豆新销售114.54万吨。 美国大豆市场年度为9月1日至次年8月31日。 当地价格上扬，促使印度五年来首次进口菜籽油 行业人士表示，印度采购了一批将在8月运抵的菜籽油，为近五年来首见，这是因为该国菜籽油价格攀升至三年半 高位，令进口菜籽油变得更具吸引力。 食用油贸易商GGN Research的管理合伙人Rajesh Patel表示，从阿联酋进口的6,000吨菜籽油预计将在本月运抵古 ...

Report Summary Industry Investment Rating - No industry investment rating was provided in the report. Core Viewpoints - The report presents overnight market information on the production, export, and import of various oilseeds and oils, including soybeans, palm oil, and rapeseed, as well as price data for related products [1]. Summary by Related Catalogs Overnight Market Information - Anec estimates that Brazil's soybean exports in May will reach 1,452 million tons, a 1.75% increase from last week's estimate and a 100 million - ton increase from the same period last year. Brazil's soybean exports in March reached a record 1,570 million tons. Brazil's soybean meal exports in May are expected to reach 236 million tons, higher than last week's estimate and the same period last year [1]. - ITS data shows that Malaysia's palm oil product exports from May 1 - 20 increased by 5.3% compared to the same period in April. AmSpecAgri data indicates a 1.6% increase, and SGS data shows a 13.73% increase [1]. - China's rapeseed imports in April 2025 were 489,214.413 tons, a 98.26% month - on - month increase and a 3.92% year - on - year increase. Canada was the largest supplier. China's rapeseed meal imports in April were 298,588.889 tons, an 18.52% month - on - month increase and a 38.15% year - on - year increase. China's rapeseed oil imports in April were 182,053.439 tons, a 47.13% month - on - month decrease but an 18.35% year - on - year increase [1]. - China's palm oil imports in April 2025 were 157,552.102 tons, a 6.35% month - on - month decrease but a 6.44% year - on - year increase. Indonesia was the largest supplier [1]. Price Data - The report provides 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 14 - 20, 2025 [1][2].