投资咨询证号： Z0018389 大宗商品研究所 农产品研发报告 花生日报 2025 年 8 月 11 日 | 研究员：刘大勇 | | --- | 期货从业证号： F03107370 联系方式： :liudayong_qh@chinastck .c om.cn | 花生数据日报 | | | | | | | | 2025/8/11 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期货盘面 | | | | | | | | | | 期货 | | 收盘价 | 涨跌 | 涨跌幅 | 成交量 | 增减幅 | 持仓量 | 增减幅 | | PK604 | | 7960 | -10 | -0.13% | 24 | 26.32% | 252 | 6.33% | | PK510 | | 8074 | -24 | -0.30% | 34,942 | 3.59% | 98,959 | -0.27% | | PK601 | | 7948 | -10 | -0.13% | 3,815 | 76.70% | 16,339 | 8.21% | | 现货与基差 | | | ...

花生：关注产区天气 尹恺宜 投资咨询从业资格号：Z0019456 yinkaiyi@gtht.com 【基本面跟踪】 花生基本面数据 | | | | | 昨日价格 | | 价格变动 | | --- | --- | --- | --- | --- | --- | --- | | 重要现货 | 辽宁308通货 | 元/吨 | | 8,600 | | -200 | | 价 格 | 河南白沙通货 | 元/吨 | | 8,760 | | -200 | | | 兴城小日本 | 元/吨 | | 8,440 | | -260 | | | 苏丹精米 | 元/吨 | | 8,600 | | -100 | | | | 单 位 | | 昨日收盘价 | | 日涨跌% | | | PK510 | 元/吨 | | 8,142 | | 0.05 | | | PK511 | 元/吨 | | 8,034 | | 0.48 | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | 期 货 | PK510 | 手 | 119,194 | 91625 | 101,662 | 4603 | | | PK511 | 手 | ...

Report Industry Investment Rating No relevant content provided. Core View of the Report - Spot peanuts are expected to maintain a high - level and slightly weak adjustment in the short term, and the futures price may return to the oscillation area. The strategy should mainly treat it as range - bound. Pay attention to the price performance at both ends of the 8000 - 8500 range for the 10 - contract [6]. Summary According to the Directory 1. Main View - This week, peanut prices in various producing areas reached a high and then slightly declined. Traders in Henan and Northeast China were cautious in high - price purchases, and the trading volume was light. The domestic market demand was flat, and the consumption progress of goods was slow. The arrival volume of imported peanuts decreased significantly compared with the same period. Oil mills were in the process of ending purchases, and the peanut oil market would end steadily. Domestic demand has not recovered, and there is a lack of trading volume to support price increases. However, due to the decreasing supply at the grass - roots level in producing areas and low inventory levels, prices are also difficult to fall sharply in the short term [6]. 2. Market Review - **2.1 This month**: The peanut weighted index briefly broke through the range, but the buyer's power was weak, and attention should be paid to the trading volume when the price pulls back. The price of the oilseed sector remained in a narrow - range oscillation, and attention should be paid to the direction of the breakthrough [8]. - **2.2 2510 contract**: The upward price increase of the 10 - main contract slowed down, and attention should be paid to the price pull - back situation [11]. 3. Fundamental Analysis - **3.1 Oil mill inventory and operating rate**: The weekly inventory of peanut oil was 40,100 tons, a decrease of 200 tons from the previous month. The operating rate of oil mills was 8.42%, a decrease of about 3.1% compared with the previous week [14]. - **3.2 Peanut general price (Baisha)**: The prices in the main producing areas of Northeast and Henan continued to be strong and then slowed down in their upward trend [18]. - **3.3 Peanut oil price trend**: The average price of first - grade ordinary peanut oil in the main producing areas this week was 14,950 yuan/ton, basically the same as last week [21]. - **3.4 Peanut meal price trend**: The price of peanut meal was weakly oscillating this week, while rapeseed meal and soybean meal were oscillating upwards [25]. - **3.5 Imported peanut quantity and price**: There were few imported peanuts. The supply of Sudanese refined peanuts was limited, and no new peanuts had arrived at the port. The import price was rising strongly. The procurement of Senegalese peanuts was limited [29]. - **3.6 Market price index compared with last month**: In the wholesale market, the overall peanut price was mainly negotiated, and the overall transaction price was relatively stable [34]. 4. Spread Tracking - **4.1 Basis spread**: No specific analysis content was provided, only the data range of the basis spread was given [35].

老字号油企的经营革新 2025年的中央一号文件将挖掘花生扩种潜力作为保障我国粮油安全的重要举措之一。农业农村部启动了"一扩双提"行动。这体现出国家对发展花生产业的重 视。在关乎"油瓶子"的战略布局中，山东作为全国花生种植面积最大、产业链最完整的省份，正通过期货赋能与全产业链创新，演绎小作物成就大产业的精 彩故事。 期货日报记者历时一周，深入齐鲁大地，从莒南县的万亩花生田到青岛港的万吨级冷链码头，从非遗压榨工坊到智能加工车间，见证了一粒花生如何串联起 种植、加工、金融、贸易的完整生态。小花生承载着山东"花生人"的大梦想，花生期货托举着他们高质量发展产业、造福一方的真情怀。 在莒南县，"中华老字号"山东玉皇粮油食品有限公司（简称玉皇粮油）的生产线正在轰鸣。 "我们经过75年的发展，如今已经成为以花生压榨为主的年粮油综合加工能力60万吨的龙头企业。公司形成了四个核心文化——家文化、诚文化、精益求精 的匠人精神和勤俭节约的粮食人品格。"玉皇粮油总经理张永琥告诉期货日报记者，公司历经私营、公私合营、国有、民营的改革历程，见证了我国近代粮 油加工制造的发展，2024年玉皇粮油被认定为"中华老字号"企业，在花生油行业实现了 ...

瑞达期货研究院 「2024.05.23」 花生市场周报 研究员 ： 张昕 期货从业资格证号 F03109641 期货投资咨询 从业证书号 Z0018457 联系电话：0595-86778969 关 注 我 们 获 取 更 多 资 讯 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场 「 周度要点小结」 3 来源：瑞达期货研究院 u 行情回顾：本周花生主力2510合约上涨，收涨0.92%，报收8308元/吨。 u 行情展望：供应端，4月花生进口继续下降，且整体进口需求较去年同期仍呈明显下滑态势。不过样本油厂花 生库存处于历史较高水平，供应较为宽松；需求端，虽然油厂压榨利润扭亏为盈，提振市场信心。但是，下游 需求表现平淡，开机率同比下降明显，同时对于现有库存多稳价观望，贸易商按需采购，整体购销氛围平淡。 另外油脂方面，原油累库期价大幅下跌以及美豆油需求前景不及预期，带动油脂板块下行。总体来说，需求表 现较为平淡，且供应较为宽松，花生价格预计震荡回落。 u 风险因素：宏观经济、天气因素、油厂超预期采购等。 「 期现市场情况」 花生期货10-01价差缩小 图2、花生25 ...

花生：关注上量 尹恺宜 投资咨询从业资格号：Z0019456 yinkaiyi@gtht.com 二 〇 二 五 年 度 2025 年 5 月 18 日 现货市场，花生现货市场提前进入油商分离的行情，花生油季节性淡季，花生粕跟随豆粕价格小幅回 调，部分油厂完成刚需备货，大型油厂开机、卸货率提升，部分工厂后续到货量难以维持开机，面临部分 停机的情况；多数产区农户播种农忙结束，小部分余货无保存条件面临出货；市场端午节刚需备货，货源 收购及贸易不断集中，整体中间环节库存成本未有盈利，通货成本上升，商品报价坚挺上涨。 期货市场，震荡为主。5 月中旬至 6 月中旬，农户及基层商贩余货被动出清，部分质量较差货源短期 可能拉低价格。进口方面，塞内加尔开关后价格偏高，苏丹战乱导致贸易瘫痪，CNF 报价较高，进口成本 高风险高，贸易商无贸易进口空间。后续关注新季花生播种情况，如果华北产区天气较干，盘面可能继续 上行。 风险点：宏观环境，资金因素，天气因素。 请务必阅读正文之后的免责条款部分 1 报告导读： （1） 花生市场回顾 现货市场，花生价格上涨。截止至 2025 年 5 月 15 日，全国通货米均价为 8300 元/吨， ...

2025 年 5 月 13 日 花生：现货偏强 尹恺宜 投资咨询从业资格号：Z0019456 yinkaiyi@gtht.com 【基本面跟踪】 花生基本面数据 | | 辽宁308通货 | 元/吨 | | 昨日价格 8,160 | 价格变动 6 0 | | | --- | --- | --- | --- | --- | --- | --- | | 重要现货 | | | | | | | | 价 格 | 河南白沙通货 | 元/吨 | | 8,000 | 4 0 | | | | 兴城小日本 | 元/吨 | | 8,380 | 2 0 | | | | 苏丹精米 | 元/吨 | | 8,350 | 0 | | | | | 单 位 | | 昨日收盘价 | 日涨跌% | | | | PK510 | 元/吨 | | 8,222 | 1.03 | | | | PK511 | 元/吨 | | 8,132 | 1.35 | | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | 期 货 | PK510 | 手 | 62,563 | 30,726 | 87,229 | 5,787 | | | PK51 ...