花生日报 2026 年 2 月 26 日 | 第一部分 | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2026/2/26 | | 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 | 7896 | -30 | -0.38% | 20,289 | 11.25% | 33,862 | -8.32% | | PK610 | 8252 | -6 | -0.07% | 543 | -13.12% | 3,814 | 6.89% | | PK601 | 8258 | -10 | -0.12% | 23 | -17.86% | 66 | 34.69% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 7600 | 8000 | 8000 | 3250 ...

研究所 农产品研发报告 花生日报 2026 年 2 月 25 日 | 研究员：刘大勇 | | --- | 期货从业证号： F03107370 投资咨询证号： Z0018389 联系方式： 第二部分 行情分析 河南花生价格偏强，东北花生价格稳定。目前东北吉林扶余 308 通货 4.7 元/斤，较 昨日价格稳定，辽宁昌图 4.65 元/斤，较昨日价格稳定，兴城花育 23 价格 4.4 元/斤，较 昨日价格稳定。河南产区白沙通货米报价 3.55-3.85 元/斤，较昨日价格上涨 0.05 元/斤， 山东莒南 3.4 元/斤，较昨日价格稳定。进口塞内加尔花生预售 7500 元/吨，较昨日价格 稳定。预计花生现货短期相对偏强。 今日部分花生油厂收购价格稳定，主流成交价格维持在 6900-7900 元/吨，油厂理论 保本价 7800 元/吨。今日豆油价格上涨，花生油价格稳定，国内一级普通花生油报价稳定 在 14300 元/吨，价格较昨日稳定，小榨浓香型花生油市场报价为 16500 元/吨，价格较昨 1 / 4 花生日报 :liudayong_qh@chinastck .c om.cn | 第一部分 | | | | | 数 ...

研究所 农产品研发报告 花生日报 2026 年 2 月 24 日 | 第一部分 | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2026/2/24 | | 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 | 7930 | -18 | -0.23% | 18,629 | 67.89% | 40,696 | -25.13% | | PK610 | 8250 | -18 | -0.22% | 214 | -22.18% | 3,154 | 15.28% | | PK601 | 8222 | -36 | -0.44% | 22 | -56.00% | 42 | 23.53% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 7400 | 8000 ...

研究所 农产品研发报告 花生日报 2026 年 2 月 11 日 | 期货从业证号： | | --- | F03107370 投资咨询证号： Z0018389 联系方式： :liudayong_qh@chinastck .c om.cn | 第一部分 | | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | | 2026/2/11 | | 期货盘面 | | | | | | | | | | 期货 成交量 | | 收盘价 | 涨跌 | 涨跌幅 | | 增减幅 | 持仓量 | 增减幅 | | PK604 22,252 | | 7960 | 12 | 0.15% | | 100.54% | 49,267 | -9.37% | | PK610 134 | | 8278 | 10 | 0.12% | | -51.27% | 2,733 | -0.11% | | PK601 | | 8250 | -8 | -0.10% | 35 | -30.00% | 38 | 11.76% | | ...

豆粕是最重要的植物蛋白饲料。从营养价值来看，豆粕蛋白质含量高（40%～50%）、且质量较好，必 需氨基酸含量高、组成合理，是猪、家禽及反刍动物的优质蛋白质饲料。从全球供应来看，2025/26 年全 球豆粕产量约 2.877 亿吨，在植物蛋白粕中产量占比约 73%、占据绝对首位。豆粕产量位居首位，因原料 大豆在油籽中产量最多（占比 61%）、且压榨出粕率（79%）最高。从中国供应来看，2025/26 年中国豆粕 产量约 8554 万吨（占比约 82%）、供应量约 8653 万吨（占比约 77%），是我国植物蛋白粕中产量最高、供 应最大的品种。豆粕供需情况主导整个植物蛋白粕供需格局。 2025/26 年全球菜粕和棉粕供需边际宽松、豆粕中性略宽松，葵粕和棕榈仁粕供需收紧，花生粕和椰 子粕供需稳定。分品种来看，① 豆粕：中国是最大生产国和消费国，欧盟是最大进口方、阿根廷是最大出 口国。② 菜粕：欧盟是最大生产和消费方、中国仅次于欧盟。③ 葵粕：俄罗斯是最大生产国、欧盟是最大 消费和进口方，乌克兰是最大出口国。④ 棉粕：印度、中国和巴西是主要生产和消费国，全球棉粕贸易量 较少。⑤ 棕榈仁粕：印尼和马来西亚是主要生产国， ...

研究所 农产品研发报告 花生日报 2026 年 2 月 10 日 | 第一部分 | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2026/2/10 | | 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 | 7948 | 6 | 0.08% | 11,096 | -25.31% | 54,358 | -2.54% | | PK610 | 8268 | 24 | 0.29% | 275 | 189.47% | 2,736 | 0.37% | | PK601 | 8258 | #N/A | #N/A | 50 | #DIV/0! | 34 | 6.25% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 7400 | 8000 | 8000 ...

Group 1: Investment Rating - No investment rating information is provided in the report Group 2: Core Viewpoints - The spot price of peanuts is expected to be relatively stable in the short term, with the price of Henan peanuts stable and that of Northeast peanuts slightly stronger [3][6] - The spot price of peanut oil is stable, and the peanut meal has been stable recently. Oil mills have good theoretical profitability [3][4][6] - The peanut futures are oscillating at a high level, with the market trading on the ample supply of oil peanuts and the low import price. However, the cost of warehouse receipts is still expected to be relatively high [6] Group 3: Summary by Directory Part 1: Data - **Futures盘面**: PK604 closed at 7942, up 18 (0.23%), with a trading volume of 14,856 (up 23.21%) and an open interest of 55,776 (down 2.89%); PK610 closed at 8244, up 2 (0.02%), with a trading volume of 95 (down 62.30%) and an open interest of 2,726 (up 0.89%); PK601 had no valid data [1] - **Spot and Basis**: The spot prices in Henan Nanyang, Shandong Jining, and Shandong Linyi were 7400, 8000, and 8000 respectively, with no change. The prices of Rizhao peanut meal, Rizhao soybean meal, peanut oil, and Rizhao first - grade soybean oil were 3250, 3040, 14300, and 8470 respectively, with the soybean meal price down 10 and the soybean oil price up 20. The basis for Henan Nanyang was - 542, and for Shandong Jining and Linyi was 58 [1] - **Import Price**: The price of Sudanese peanuts was 8600, with no change, and the price of Senegalese peanuts was also unchanged [1] - **Spread**: The spread of PK04 - PK10 was up 16 [1] Part 2: Market Analysis - The price of peanuts in Henan is stable, and that in the Northeast is slightly stronger. The pre - sale price of imported Senegalese peanuts is stable. The purchase price of some peanut oil mills is stable, with the mainstream transaction price between 6900 - 7900 yuan/ton and the theoretical break - even price of oil mills at 7800 yuan/ton. The price of soybean oil is up, and the price of peanut oil is stable. The spot price of Rizhao soybean meal is stable, and the short - term peanut meal is relatively strong [3][4] Part 3: Trading Strategies - **Unilateral**: Go long on 05 peanuts at low prices with a light position [7] - **Monthly Spread**: Wait and see [8] - **Options**: Sell pk603 - P - 8200 at high prices [9] Part 4: Related Attachments - The report provides six figures, including the spot price of Shandong peanuts, the压榨 profit of peanut oil mills, the price of peanut oil, the basis between peanut spot and continuous contracts, the spread of peanut 4 - 10 contracts, and the spread of peanut 1 - 4 contracts [11][14][16]

1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints of the Report - The peanut spot market is expected to remain stable with minor fluctuations. Before the Spring Festival, trading activities will gradually end, and prices are likely to transition smoothly. After the festival, there will be some restocking demand, but the market may face short - term pressure due to factors such as high inventory and potential imports [1][2] - The peanut futures market will be strong in the short - term following the trend of oils and fats. Attention should be paid to the selling pressure after the Spring Festival [2] 3. Summary by Relevant Catalogs 3.1 Peanut Market Review - **Spot Market**: As of February 5, the average price of national common peanuts was 8,027 yuan/ton, a decrease of 9 yuan/ton (0.11%) from January 29. Some producers and grain dealers were not active in selling, resulting in a low supply. Downstream markets and food companies were stocking up before the festival, while the operating rate of oil mills declined and oilseed demand decreased [1] - **Futures Market**: In the week of February 6, peanut futures rose. The highest price of the main peanut contract (PK2605) was 7,936 yuan/ton, the lowest was 7,874 yuan/ton, and the closing price was 7,918 yuan/ton, compared with 7,906 yuan/ton the previous week [1] 3.2 Peanut Market Outlook - **Before the Spring Festival**: Peanut spot prices will remain stable, with trading gradually coming to a halt as most traders have completed stocking up [2] - **After the Spring Festival**: There will be restocking demand, but the market may face pressure due to factors such as high residual inventory in production areas, short selling time after the festival, and potential imports from Senegal. Attention should be paid to the purchasing strategies of oil mills and the arrival of imported peanuts [2] 3.3 Basis and Spread - The report presents the basis of Henan Baisha peanuts and Xingcheng Xiaoriben peanuts from 2021 - 2026, as well as the 11 - 1 spread (discontinued) and 3 - 5 spread [6][7] 3.4 Price Data - The price of Baisha peanuts in Zhumadian, Henan this week was basically the same as last week [11] 3.5 Supply - The arrival volume of 6 oilseed peanut markets was about 0.71 million tons, a decrease of 9.52% from last week but an increase of 104.74% compared with the same period last year. The arrival volume of 14 commercial peanut markets was about 0.7 million tons, an increase of 15.11% from last week and 561.32% compared with the same period last year. The arrival volume of 20 domestic markets was about 1.41 million tons, an increase of 1.22% from last week and 211.34% compared with the same period last year [12] 3.6 Demand - The arrival volume of sample oil mills was about 3.85 million tons, a decrease of 28.54% from last week but an increase of 3,561.9% compared with the same period last year [19] - The mainstream price of domestic first - grade peanut oil was 14,000 - 14,500 yuan/ton, basically stable. The downstream stocking demand improved slightly, but traders were cautious [19] - The mainstream price of peanut meal was 3,000 - 3,200 yuan/ton, with stable quotes. The demand was weak, and the market transaction was light [19] - The theoretical profit of peanut processing in some domestic oil mills was 44.47 yuan/ton, a decrease of 3.18 yuan/ton from last week. It increased by 234.97 yuan/ton compared with the same period last year [19] - The comprehensive operating rate of sample enterprises was 46.19%, a decrease of 0.39% from last week but an increase of 45.86% compared with the same period last year [19] - The peanut crushing volume of sample oil mills was about 82,000 tons, a decrease of 0.85% from last week [20] 3.7 Inventory - The report shows the inventory of peanuts and peanut oil in oil mills from different production seasons and years [23]

研究所 农产品研发报告 花生日报 2026 年 2 月 5 日 | 第一部分 | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2026/2/5 | | 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 | 7914 | -10 | -0.13% | 15,230 | 7.39% | 55,725 | 0.61% | | PK610 | 8232 | -6 | -0.07% | 80 | -25.23% | 2,693 | -0.88% | | PK601 | 8210 | -22 | -0.27% | 36 | -21.74% | 32 | 6.67% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 7400 | 8000 | 8000 ...

研究所 农产品研发报告 花生日报 2026 年 2 月 4 日 | 第一部分 | | | | 数据 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 花生数据日报 | | | | | | | 2026/2/4 | | 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 | 7924 | -2 | -0.03% | 14,182 | 35.30% | 55,386 | 4.27% | | PK610 | 8238 | 6 | 0.07% | 107 | 67.19% | 2,717 | -0.37% | | PK601 | 8232 | 22 | 0.27% | 46 | 2200.00% | 30 | 7.14% | | 现货与基差 | | | | | | | | | 现货 | 河南南阳 | 山东济宁 | 山东临沂 | 日照花生粕 | 日照豆粕 | 花生油 | 日照一级豆油 | | 今日报价 | 7400 | 8000 | 8000 | 3 ...