Group 1: Report Overview - The report is a peanut semi - annual research report dated June 27, 2025 [9][24][32] Group 2: International Peanut Situation - In 2024, among major peanut - producing countries, China accounted for 37% (1900 thousand tons), India 22% (1149 thousand tons), Nigeria 14% (710 thousand tons), the US 8% (430 thousand tons), and other countries had smaller shares [12] Group 3: Domestic Peanut Fundamentals Price Trends - There are price trend charts for Henan Zhengyang general - purpose peanuts, Shandong oil - type peanuts, peanut continuous contracts, and peanut continuous contract basis from 2021 - 2025 [15][18] Import and Export - There are cumulative import and export volume charts for Chinese peanut kernels, peanut oil from 2020 - 2025. In 2025, the import volume of peanut kernels in May was 67148 tons with a year - on - year decrease of 0.795343, and in April it was 53637 tons with a year - on - year decrease of 0.779907 [25][29] Peanut Oil Factory Indicators - There are charts for peanut oil factory peanut kernel inventory,开机率, peanut oil factory pressing volume, pressing profit, peanut oil and soybean oil price difference, peanut oil factory peanut oil price, peanut meal and soybean meal price difference, Shandong peanut meal price, and peanut oil factory peanut oil inventory from 2021 - 2025 [34][36][40][42][47] Planting Cost and Area - In 2025, the estimated total peanut planting costs per mu in Jilin, Shandong, Henan, and Liaoning Xingcheng were 1708 yuan, 1361 yuan, 1347 yuan, and 1901 yuan respectively. The national peanut planting area in 2025 was 4905 thousand hectares, showing an increase compared to previous years [50][52] Group 4: Future Outlook and Strategy Recommendation - The report has a section on future outlook and strategy recommendation, but specific content is not provided [53]

CFC商品策略研究 . 以下文章来源于CFC商品策略研究 ，作者CFC油脂油料研究 好的研报应该提供打破经验，观念，陈规或惯例的视角，提供自我逻辑审查的意识自觉。阅读体验应该是一次历险，也许是一次漂流，它并不把你带 到任何一个安全的港湾去，但更像是提供一种类似在悬崖边临渊回眸，另做选择的逻辑启发，或自我反讽的邀请。 文 | 石丽红 来源 | CFC商品策略研究 编辑 | 杨兰 审核 | 浦电路交易员 24/25产季，国内花生现货价格仅在国庆后出现一轮上涨行情，随后长期进入僵持阶段。自新季花生上市至今，主流产区通货米价格在3.95- 4.25元/斤范围内波动，尤其是年后基本围绕4.1元/斤关口小范围起伏。市场目前对僵持局面存在几点疑惑：供需为何长期僵持？产区是否还存 在"抛压"？当前价格是否对新季播种积极性有影响？为此我们走入东北产区，开展实地调研，总结成果如下： 供需为何长期僵持：需求走弱，但单产不达预期导致成本抬升 24/25年度，国内需求市场整体疲软，尤其是食品米走货持续偏慢。据产业反馈，2025年春节后80天内兴城红崖子集散地累计走货数量 下降20%左右，黑山、阜新、昌图均有下滑。需求疲弱导致各渠道环节 ...