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花生2511合约:本周跌0.7%,短期供应压力持续
Sou Hu Cai Jing· 2025-09-15 03:41
Group 1 - The core viewpoint of the article indicates that peanut futures have declined while the spot basis has increased, reflecting growing supply pressure in the market [1] - Peanut futures for the 2511 contract closed at 7774 yuan/ton, down 52 yuan or 0.7% from the previous week [1] - The spot basis in regions such as Nanyang, Linyi, and Hengshui has increased by 82, 182, and 82 respectively compared to last week [1] Group 2 - As of September 11, domestic peanut oil manufacturers have a peanut inventory of 65,560 tons, a decrease of 7,080 tons from the previous week due to total arrivals being lower than the crushing volume [1] - One new oil factory has started operations this week with an arrival volume of approximately 5,220 tons, which is an increase from last week, although most oil factories remain cautious with low crushing demand [1] - The commodity rice market is primarily focused on depleting old rice stocks, with no significant increase in pre-holiday stocking demand, and food factory purchases are mainly driven by necessity [1] Group 3 - The current market is in a transitional phase, with the national average price of commercial rice decreasing by 0.07 yuan per jin week-on-week [1] - Rainfall has affected the listing of peanuts in production areas, and with increased listings from Hebei and Shandong, along with the upcoming wheat stubble listings in Henan, short-term supply pressure continues to be released, suppressing prices [1] - Demand from snack vendors and oil factories is limited, leading to cautious procurement, and downstream consumption ahead of the dual festivals is not as strong as in previous years [1]