01 Sunflower

Week 31 (July 28-August 1, 2025) Domestic sunflower prices for this week, with specific regional prices, are as follows:

Weekly Review:

Domestic sunflower prices remained stable this week. On the one hand, international supply is tightening, and arrivals to Chinese ports are limited, resulting in tight supply. On the other hand, traders are optimistic about the market ahead of the new season's arrival, with a strong price-raising mentality and a reluctance to sell at low prices, supporting the sunflower market. However, this is the traditional off-season for the industry, with purchases primarily driven by demand, resulting in light trading. A bumper international harvest is expected, and the future supply of sunflowers is easing, sparking market concerns and negatively impacting sunflower market prices.

Domestic sunflower prices are expected to remain stable in the short term. Currently, sunflower oil and cake prices are stable, supported by high prices driven by cost factors. Domestic demand, primarily driven by demand, is relatively weak, but market supply will remain high, potentially dragging down sunflower prices. Focus on weather conditions in the main producing areas of Russia and Ukraine and developments in international trade.

02 Sunflower Oil

Week 31 (July 28-August 1, 2025): The average domestic sunflower oil price this week was 10,950 yuan/ton. Grade A sunflower oil in Jiangsu was quoted at 11,100 yuan/ton; in Xinjiang, 10,550 yuan/ton; in Tianjin, 11,100 yuan/ton; and in Shanghai, 11,100 yuan/ton. Regional prices are as follows:

Weekly Review:

Domestic sunflower oil prices remained stable this week. Both supply and demand for sunflower oil are weak, and the market is reluctant to adjust prices, so prices remain stable. Positive factors: First, imported sunflower oil prices remain high, traders have low profit margins, and sunflower oil arrivals are relatively low. Spot inventories are low, and supply is tight, supporting sunflower oil market prices. Second, as of August 1st, the August FOB Black Sea port price in Russia was $1,120/ton, stable compared to the previous week. However, Russia's suspension of sunflower oil tariffs has reduced import costs, slightly supporting market prices and potentially increasing Russian sunflower oil arrivals. Third, the three major oils and fats continued to rise this week, providing slight support to sunflower oil market prices. Negative factors: First, sunflower oil prices are relatively high, resulting in a poor value-for-money ratio. Second, the industry's traditional off-season has weakened demand for sunflower oil, resulting in slow sales of small-packaged oil, which is suppressing sunflower oil market prices.

Sunflower oil prices are likely to remain stable in the short term. Before the new season's sunflower harvest arrives, market supply is limited, and traders are willing to support prices. However, high prices and weak market demand are limiting the extent of sunflower oil price increases. Focus will be on the oil and fat market and the fluctuations in overseas prices in the future.