Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2026 to 2032 [1] Import Data Summary - In November 2025, China's imports of rapeseed oil and mustard oil amounted to 170,000 tons, representing a year-on-year decrease of 16.8% [1] - The import value for the same period was $18.9 million, reflecting a year-on-year decline of 6.9% [1]

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core Viewpoints - As of last Thursday, the soybean harvest rate in Brazil's 2025/26 season was 2%, up 1.4 percentage points from the previous week and exceeding the 1.7% reported in the same period last year [1]. - Brazil's soybean exports in 2026 are expected to decline by 3% to 105 million tons, while the soybean crush volume is expected to increase to 60 million tons. Total soybean supply is expected to rise by 5% to 183.79 million tons, while demand is expected to fall by 1%. The ending inventory of soybean meal is expected to surge by 241% to 15.37 million tons [1]. - Brazil exported 1,307,357.38 tons of soybeans in the first three weeks of January, with the daily average export volume increasing by 145% compared to the same period last year [1]. - China's edible vegetable oil imports in December were 670,000 tons, up 4.9% year - on - year. The cumulative imports from January to December were 6.94 million tons, up 3.2% year - on - year [1]. 3) Section Summaries Overnight Market Information - **Brazilian Soybean Harvest**: As of last Thursday, the 2025/26 Brazilian soybean harvest rate was 2%, up 1.4 percentage points from the previous week and higher than last year's 1.7%. Mato Grosso led the progress, while Parana lagged due to cold and cloudy weather [1]. - **Brazilian Soybean Exports and Crush**: In 2026, Brazilian soybean exports are expected to drop 3% to 105 million tons, while the crush volume will increase to 60 million tons. Total supply will rise 5% to 183.79 million tons, and demand will fall 1% to 168.42 million tons. The output of soybean meal is expected to increase by 2% to 47.4 million tons, and the export volume will increase by 6% to 24.7 million tons. The ending inventory of soybean meal will surge by 241% to 15.37 million tons. The output of soybean oil will increase by 3% to 11.7 million tons, exports will fall by 19% to 1.1 million tons, and domestic consumption will increase by 3% [1]. - **Brazilian January Soybean Exports**: Brazil exported 1,307,357.38 tons of soybeans in the first three weeks of January, with a daily average of 118,850.67 tons, a 145% increase compared to January last year [1]. - **China's Vegetable Oil Imports**: In December, China's edible vegetable oil imports were 670,000 tons, up 4.9% year - on - year. Cumulative imports from January to December were 6.94 million tons, up 3.2% year - on - year. December soybean oil imports were 10,000 tons, up 23.6% year - on - year; cumulative imports from January to December were 350,000 tons, up 22.5% year - on - year. December palm oil imports were 280,000 tons, up 13% year - on - year; cumulative imports from January to December were 2.57 million tons, up 8.2% year - on - year. December rapeseed and mustard oil imports were 220,000 tons, up 2.9% year - on - year; cumulative imports from January to December were 2.13 million tons, up 13.1% year - on - year [1]. Spot Prices - 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 January 13 to January 19, 2026 are provided [1].

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031 [1] Group 1: Import Data - In October 2025, China's imports of rapeseed oil and mustard oil amounted to 140,000 tons, representing a year-on-year decrease of 10.1% [1] - The import value for the same period was $15.8 million, showing a year-on-year increase of 1.4% [1] Group 2: Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2] - The firm emphasizes its professional approach, quality services, and keen market insights to provide comprehensive industry solutions that empower investment decisions [2]

Market Overview - China's General Administration of Customs reported that in October, palm oil imports decreased by 11.7% year-on-year to 220,000 tons, while the cumulative imports from January to October fell by 15.3% to 1.96 million tons [1] - In contrast, soybean oil imports in October increased by 38.2% year-on-year to 20,000 tons, with a total of 290,000 tons imported from January to October, marking a 7.3% increase [1] - Canola oil and rapeseed oil imports in October dropped by 10.1% year-on-year to 140,000 tons, but the total imports from January to October rose by 18.7% to 1.74 million tons [1] Soybean Processing - The National Oilseed Processors Association (NOPA) reported that member companies crushed 227.647 million bushels of soybeans in October, a 15.1% increase from September's 197.863 million bushels and a 13.9% increase from October 2024's 199.943 million bushels [1] Palm Oil Exports - AmSpec reported that Malaysia's palm oil exports from November 1-15 were 702,692 tons, a decrease of 10% compared to the same period last month, and from November 1-20, exports were 828,680 tons, down 14.1% from the previous month [2] Oil Production Forecast - Russian Deputy Prime Minister Novak stated that Russia's oil production forecast for 2025 remains unchanged at 510 million tons, and the country does not plan to actively reduce oil production, adhering to the OPEC+ agreement [2] Market Trends - The biodiesel theme's support appears to be short-lived, with palm oil prices in Malaysia significantly retreating to around 4,150. Domestic palm oil and soybean oil also declined, indicating a return to industry-driven market logic [4]

Core Viewpoint - The report by Zhiyan Consulting highlights the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031, with a focus on the import statistics of rapeseed oil and mustard oil. Group 1: Import Statistics - In August 2025, China's imports of rapeseed oil and mustard oil reached 140,000 tons, representing a year-on-year increase of 18.7% [1] - The import value for the same period was $15.1 million, showing a year-on-year growth of 31.7% [1] Group 2: Industry Insights - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and market acumen [1]

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031 [1] Import Data Summary - In April 2025, China imported 180,000 tons of rapeseed oil and mustard oil, representing a year-on-year increase of 18.4% [1] - The import value for the same period reached $18.9 million, marking a year-on-year growth of 26.2% [1]

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031 [1] Import Data Summary - In July 2025, China's imports of rapeseed oil and mustard oil reached 130,000 tons, representing a year-on-year increase of 16.9% [1] - The import value for the same period was $14.6 million, showing a year-on-year growth of 31.1% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The company emphasizes its professional approach, quality services, and keen market insights to provide comprehensive industry solutions that empower investment decisions [1]

Report Industry Investment Rating - Not provided Core Viewpoints - Conab anticipates Brazil's 2025/26 soybean production to rise by 3.6% to 177.67 million tons, with the planting area expanding by 3.7% to 49.08 million hectares; corn production is expected to be 138.28 million tons, and the planting area is estimated at 22,630 tons [1]. - Conab predicts Brazil's 2025/26 soybean exports to reach a record 112.12 million tons, mainly driven by exports to China; corn exports are expected to be 4.65 million tons [1]. - The USDA reports that for the week ending September 11, US 2025/26 market - year soybean export sales net increased by 92.30 million tons, meeting expectations; exports loaded were 83.71 million tons, up 31% from the previous week and 70% from the four - week average [1]. - China's customs data shows that in August, palm oil imports were 340,000 tons (up 16.5% year - on - year), soybean oil imports were 100,000 tons (up 113.9% year - on - year), and rapeseed and mustard oil imports were 140,000 tons (up 18.7% year - on - year) [1]. Summary by Related Catalogs Overnight Market Information - Conab's first forecast for the 2025/2026 crop year shows an increase in Brazil's soybean production and planting area, and a slight decrease in corn production; soybean and corn exports are expected to rise [1]. - The USDA's export sales report indicates the situation of US soybean export sales and shipments for the week ending September 11 [1]. - China's customs data reveals the import volume and year - on - year changes of palm oil, soybean oil, and rapeseed and mustard oil in August and from January to August [1]. Spot Prices - 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 September 12 to September 18, 2025, are presented, showing price fluctuations [2]. Protein Meal Basis and Oil Basis - Not provided with specific content Oilseed and Oil Futures Price Spreads - Not provided with specific content

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031 [1] Import Data - In June 2025, China's imports of rapeseed oil and mustard oil reached 150,000 tons, representing a year-on-year increase of 23.7% [1] - The import value for the same period was $160 million, showing a year-on-year growth of 40.5% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The company has over a decade of experience in the industry research field, providing comprehensive industry solutions to empower investment decisions [1]

Group 1 - The core viewpoint indicates a significant decline in China's imports of rapeseed oil and mustard oil in May 2025, with a total import volume of 110,000 tons, representing a year-on-year decrease of 20.3% [1] - The import value for the same period is reported at $11.7 million, which reflects a year-on-year decline of 13.1% [1] - The data is sourced from Chinese customs and organized by Zhiyan Consulting, highlighting the importance of reliable data in industry analysis [3]