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油脂油料早报-20250815
Yong An Qi Huo· 2025-08-15 08:58
Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - The report presents the latest information on the global oilseeds and oils market, including U.S. export sales, Brazilian production forecasts, and Indian import trends. These data provide a basis for market participants to understand the supply - demand dynamics of the industry [1]. 3. Key Points by Category U.S. Export Sales - For the week ending August 7, U.S. current - market - year soybean export sales net decreased by 37.76 tons, a 181% drop from the previous week and a 235% decrease from the four - week average. Next - year soybean export sales net increased by 113.3 tons. Export shipments were 53.31 tons, a 23% decrease from the previous week but a 26% increase from the four - week average [1]. - For the same week, U.S. current - market - year bean meal export sales net increased by 2.63 tons, an 84% decrease from the previous week and an 86% decrease from the four - week average. Next - year bean meal export sales net increased by 24.67 tons. Export shipments were 36 tons, a 14% increase from the previous week and a 15% increase from the four - week average [1]. Brazilian Production Forecasts - Abiove raised Brazil's 2024/25 soybean production forecast to 170.3 million tons from 169.7 million tons. It also increased the soybean crushing volume forecast to 58.1 million tons from 57.8 million tons and the soybean export forecast to 109.5 million tons from 109 million tons [1]. - The 2024/25 bean meal export forecast was maintained at 23.6 million tons, the soybean oil export forecast at 1.35 million tons. The soybean oil production forecast was increased to 11.65 million tons from 11.6 million tons, and the bean meal production forecast to 44.8 million tons from 44.5 million tons [1]. Indian Import Trends - In July, Indian palm oil imports declined by 10.5% to 855,695 tons due to canceled contracts. Meanwhile, soybean oil imports jumped 36.9% to 492,336 tons, reaching a three - year high. Sunflower oil imports decreased by 7.5% to 200,010 tons [1]. - The increase in soybean oil imports drove the total edible oil imports in July to rise 1.1% to 1.55 million tons, the highest since November last year. Indian 2024/25 soybean oil imports are expected to surge 60% year - on - year to a record 5.5 million tons [1]. Spot Prices - Spot prices for various oilseeds and oils in different regions (Jiangsu and Guangdong) from August 8 to August 14, 2025, are presented, including those for bean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil [4].
农产品日报(2025年6月24日)-20250624
Guang Da Qi Huo· 2025-06-24 08:43
农产品日报(2025 年 6 月 24 日) 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | 玉米 | 周一,玉米主力 2509 合约盘中上行,期价最高触及到 2420 的价格高位,其后承 性增加,门前到货辆车有所恢复,部分企业价格窄幅下调 10 元/吨。 周末销区 | | | | 压调整价格收十字星。周末东北深加工企业收购价格继续上调,对产区玉米价格 | | | | 有一定的支撑,市场暂无进口玉米和陈化稻谷拍卖的明确消息,现货行情仍较强。 | | | | 周末华北地区玉米价格稳中偏弱运行,由于前期价格上涨,带动贸易商出货积极 | | | | 市场玉米价格偏强运行。安徽省启动 2025 年小麦最低收购价,提振市场看涨心 | 上涨 | | | 态,部分贸易商提价。下游饲料厂玉米高价采购意向一般,多执行前期订单,企 | | | | 业适量采购小麦,玉米头寸不断拉长。整体来看,近期市场关注进口玉米拍卖消 | | | | 息较多,涨价心态发生转变,市场高价成交一般,港口贸易商报价暂时稳定。技 | | | | 术上,玉米 9 月合约关注主力多头的持仓动向,9 月价格连续三日在 ...
油脂油料早报-20250604
Yong An Qi Huo· 2025-06-04 07:49
免责声明: 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯,我们力求分析及建议内 容的客观、公正,研究方法专业审慎,分析结论合理,但公司对信息来源的准确性和完整性不作任何保证,也不保证所依据的信息和建议不会 发生任何变化。且全部分析及建议内容仅供参考,不构成对您的任何投资建议及入市依据,客户应当自主做出期货交易决策,独立承担期货交 易后果,凡据此入市者,我公司不承担任何责任。未经公司授权,不得随意转载、复制、传播本网站中所有研究分析报告、行情分析视频等全 部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力造成的全部或部分信息中断、延迟、遗漏、误导或造成资料传输 或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等,我们均不承担任何责任。 油脂油料早报 研究中心农产品团队 2025/06/04 隔 夜 市 场 信 息 : SPPOMA:马来西亚5月棕榈油产量环比增长3.53% 南部半岛棕榈油压榨商协会(SPPOMA)发布的数据显示,2025年5月1-31日,马来西亚棕榈油产量较4月1-30日增长 3.53%,鲜果串单产上升1.90%,出 ...
油脂油料早报-20250603
Yong An Qi Huo· 2025-06-03 04:02
油脂油料早报 研究中心农产品团队 2025/06/03 隔 夜 市 场 信 息 : 【美国农业部】5月22日止当周美国大豆出口销售合计净增17.88万吨,符合预期 5月22日止当周,美国2024/2025市场年度大豆出口销售净增14.6万吨,较之前一周减少53%,较前四周均值减少 58%。市场预估为净增15-50万吨。其中,对中国大陆出口销售净减200吨。 当周,美国2025/2026年度大豆出口销售净增3.28万吨。市场预估为净增0-25万吨。 当周,美国大豆出口装船20.93万吨,创市场年度低位-较之前一周减少17%,较前四周均值减少45%。 当周,美国2024/2025市场年度大豆新销售16.48万吨,2025/2026市场年度大豆新销售3.28万吨。 【美国农业部】5月22日止当周美国豆粕出口销售合计净增60.31万吨,高于预期 5月22日止当周,美国2024/2025市场年度豆粕出口销售净增42.46万吨,较之前一周增加18%,较前四周均值增加 57%。市场预估为净增15-40万吨。 当周,美国2025/2026年度豆粕出口销售净增17.85万吨,市场预估为净增0-5万吨。 当周,美国豆粕出口装船2 ...
油脂油料早报-2025-04-03
Yong An Qi Huo· 2025-04-03 02:38
Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - Argentina's 2024/25 soybean production is expected to be 4,890 tons, slightly lower than the previous forecast due to excessive rainfall in March. Future dry weather should facilitate early harvesting [1]. - India's palm oil imports increased in March but remained below normal for four consecutive months. The premium of palm oil over soybean oil led refiners to increase soybean oil purchases. Palm oil imports may increase from May and significantly rise from July when it becomes more price - competitive [1]. 3. Summary by Relevant Content Argentina Soybean Production - A commodity research report estimates Argentina's 2024/25 soybean production at 4,890 tons, with a forecast range of 4,680 - 5,110 tons. The USDA predicts 4,900 tons, the Buenos Aires Grain Exchange predicts 4,860 tons, and the Rosario Grain Exchange predicts 4,650 tons [1]. - Excessive rainfall in March in Argentina's main Pampas region, especially in Buenos Aires and the western region, negatively affected yield potential as it occurred during the critical grain - filling period. Future dry weather will aid early harvesting [1]. - Argentina's Ministry of Agriculture and the Buenos Aires Grain Bureau will release the first soybean harvest progress report on April 4 [1]. India's Vegetable Oil Imports - India's palm oil imports in March increased by 13.2% month - on - month to 423,000 tons but were still below normal. The average monthly import in the market year ending in October 2024 was over 750,000 tons [1]. - India's soybean oil imports in March jumped 24% month - on - month to 352,000 tons, while sunflower oil imports dropped 15.5% to 193,000 tons, the lowest in six months [1]. - The increase in palm oil and soybean oil imports raised India's total edible oil imports in March to 968,000 tons, a 9.3% month - on - month increase. Imports in February hit a four - year low [1]. Spot Prices - Spot prices of various oilseeds and oils in different regions from March 27 to April 2 were presented, including prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu [1].