01 Peanut

In Week 31 (July 28-August 1, 2025), the national average price of peanuts was 8,825 yuan/ton. Peanut prices by region are shown in the table below:

Weekly Review:

Imported rice prices continued to decline this week. Sudanese polished rice supplies were limited at ports, while some shipments from Brazil and Argentina arrived in small quantities. In the domestic peanut market, prices remained generally stable across the board. In some areas, demand for older rice was strong, leading to slightly firmer prices, but overall trading sentiment was subdued. The new-season peanut planting area saw a slight increase, and total production is expected to remain high. Small quantities of new peanuts have arrived in Jiangxi and other regions, and prices have weakened somewhat following a slight increase in new rice production.

In the short term, spot prices are likely to remain range-bound. Due to the off-season consumption and the impending arrival of new peanuts, investors are adopting a wait-and-see approach. Later in the season, we will need to monitor the impact of weather on the growth of new-season peanuts and whether market demand improves.

02 Peanut Oil

For Week 31 (July 28-August 1, 2025), the national average price of peanut oil was 15,900 yuan/ton. Reference prices are as follows:

Weekly Review:

Domestic prices for both regular peanut oil and small-pressed fragrant peanut oil remained stable this week. While demand for peanut oil is currently weak, rising international oil prices and a relatively weak peanut oil supply are supporting the market price. The overall peanut oil market remains on the sidelines, and is expected to remain stable next week, awaiting the peak season.