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油脂油料早报-20251128
Yong An Qi Huo· 2025-11-28 01:36
Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Related Information Soybean Production - Brazil's 2025/26 soybean production is expected to reach a record 178 million tons according to ITAU BBA [1] - Brazil's Paraná state's 2025/26 soybean production is estimated at 2.196 million tons, stable compared to October's forecast and a 4% increase from the previous year according to Deral [1] Palm Oil Export - Malaysia's palm oil product exports from November 1 - 25, 2025, were 583,574 tons, a 40.77% decrease from the same period last month according to SGS [1] - Indonesia exported 2.2 million tons of palm oil in September 2025, less than 2.26 million tons in the same period last year and 3.48 million tons in August this year according to GAPKI [1] Import Profit and Spot Price - The report presents import profit data for soybean oil, palm oil, and rapeseed oil from 2016 - 2025 [1] - Spot prices for palm oil in Guangzhou, soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, and rapeseed oil in Jiangsu from November 21 - 27, 2025, are provided [1] Basis and Price Spread - The report shows basis data for soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil at different contract months and regions from 2020/2021 - 2025/2026 [1][3] - Price spread data for various oilseeds and oils, including seasonal spreads and regional spreads, from 2020/2021 - 2025/2026 are presented [3]
油脂油料早报-20251124
Yong An Qi Huo· 2025-11-24 05:26
Group 1: Industry Investment Rating - No information provided Group 2: Core Viewpoints - The report presents recent data and trends in the agricultural commodities market, including soybean, palm oil, and related products, which can help investors understand the current market situation and potential investment opportunities [1] Group 3: Summary by Related Catalogs Soybean - The U.S. soybean crush volume in August was 198 million bushels (5.94 million tons), slightly higher than the analysts' forecast of 196.9 million bushels [1] - Brazil's 2025/26 soybean planting rate reached 79.61%, lower than the same period last year but higher than the 2023/24 season and the five - year average. Irregular rainfall in most regions may lead to lower yields [1] Palm Oil - Malaysia's palm oil product exports from November 1 - 20, 2025, were 471,222 tons, a 40.6% decrease from the same period last month [1] Import Profits - The report provides historical data on the import profits of soybean oil, palm oil, and rapeseed oil from 2016 - 2025 for July and August [1] Spot Prices - Spot prices of various agricultural products such as rapeseed meal, soybean meal, soybean oil, palm oil, and rapeseed oil in different regions from November 17 - 21, 2025, are presented [1] Basis - The report shows the basis data of protein meals (soybean meal and rapeseed meal) and oils (soybean oil, palm oil, and rapeseed oil) in different months and regions over multiple seasons [1] Price Spreads - Seasonal price spreads of various agricultural products, including soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil, are provided, which can help investors analyze market trends and potential trading opportunities [1]