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油脂油料早报-20250822
Yong An Qi Huo· 2025-08-22 01:30
Report Industry Investment Rating - Not provided Core Viewpoints - The report presents overnight market information on oilseeds and oils, including US soybean export sales, Indian rapeseed oil imports, Malaysian palm oil production, and Indonesian palm oil inventory and exports [1] - It also shows the spot prices of related products from August 15 - 21, 2025 [2] Summary by Related Catalogs Overnight Market Information - From August 1 - 20, 2025, Malaysian palm oil production increased 0.30% month - on - month, with a 2.12% drop in fresh fruit bunch yield and a 0.46% increase in oil extraction rate [1] - As of August 14, US current market - year soybean export sales net decreased 0.57 million tons, down 98% from the previous week and 105% from the four - week average; next market - year sales net increased 114.26 million tons; export shipments were 51.79 million tons, down 3% from the previous week and up 9% from the four - week average [1] - Due to a price increase to a three - and - a - half - year high, India imported 6,000 tons of rapeseed oil from the UAE in August, the first import in five years, and soybean oil imports are also rising [1] - In June, Indonesia's palm oil inventory decreased 13% month - on - month to 2.53 million tons, exports increased 35.4% month - on - month to 3.61 million tons, and production increased 15.8% month - on - month to 4.82 million tons [1] Spot Prices - Spot prices of 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 August 15 - 21, 2025 are provided [2]
油脂油料早报-20250521
Yong An Qi Huo· 2025-05-21 02:58
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].