01 Sunflower

Week 28 (July 7-July 11, 2025) This week, the domestic oil sunflower price has increased slightly. The specific prices in each region are as follows:

Weekly Review:

This week, the domestic oil sunflower price has increased by about 50 yuan, mainly because traders are bullish, the imported oil sunflower volume is not large, and traders are not in a hurry to ship, which slightly boosts the market price. The oil sunflower market presents a weak supply and demand pattern. In terms of demand, the industry is currently in the traditional off-season, and market procurement is mostly maintained for rigid demand, and transactions are light. Due to the tight supply of international raw materials caused by the reduction in production in the 2024/25 quarter, the number of oil sunflowers arriving in China is not large, and the overall supply is tight, which supports the price of oil sunflowers.

It is expected that the domestic oil sunflower price may continue to remain stable in the short term. At present, the price of sunflower oil is stable. Although traders are bullish and have a strong willingness to support prices, domestic demand is mostly maintained for rigid demand, and demand is relatively weak. In addition, the new season oil sunflower is predicted to have a high yield, and the market supply will be high, which may drag down the market price of oil sunflowers. In the later period, pay more attention to the weather conditions in the main producing areas of Russia and Ukraine and changes in the international trade situation.

02 Sunflower oil

Week 28 (July 7-July 11, 2025) The average price of domestic sunflower oil this week is 10,900 yuan/ton, of which the price of first-grade sunflower oil in Jiangsu is 11,100 yuan/ton; the price of first-grade sunflower oil in Xinjiang is 10,500 yuan/ton; the price of first-grade sunflower oil in Tianjin is 11,100 yuan/ton; the price of first-grade sunflower oil in Shanghai is 11,000 yuan/ton. The prices in various regions are as follows:

Weekly Review:

This week, the price of domestic sunflower oil stopped rising and remained stable. The domestic supply of oil sunflower raw materials is tight, and the price of imported sunflower oil is high. Traders have low profits, imports are relatively reduced, and many companies have less spot inventory, which supports the market price of sunflower oil. However, the price of sunflower oil is too high, the cost performance is weak, and the traditional off-season of the industry has weakened the demand for sunflower oil, especially the slow sales of small-packaged oil, which suppresses the market price of sunflower oil. In terms of import costs, as of July 11, the price of Russian FOB Black Sea port in July was $1,115/ton, an increase of $5/ton from last week. The increase in import costs slightly supported the market price.

It is expected that the price of sunflower oil may continue to rise in the short term. The supply of sunflower oil at home and abroad is tight. The supply of oil sunflower and sunflower oil in the market is limited. Traders are willing to support prices, but the high price of sunflower oil may lead to slow sales. Therefore, the increase in sunflower oil will not be too high, and it is expected to increase by 50-100 yuan/ton. In the later period, we will focus on the oil and fat market and the rise and fall of foreign prices.