01 Sunflower 

Week 33 (August 11-15, 2025): Domestic sunflower prices remained stable this week. Specific regional prices are as follows:

Weekly Review:

Domestic sunflower prices saw a slight increase this week, with some regions halting quotations due to shortages. Currently at the end of the sunflower season, international supply is tightening. Sunflower arrivals are limited, supply is limited, and traders are bullish, supporting the sunflower market. Rising domestic oilseed prices are positive for the sunflower market. International sunflowers have not yet entered the market. Drought may reduce Ukraine's production, leading to lower production forecasts, but still higher than the 2024/25 MY (13 million tons). Russia's production increased by 1.1 million tons to 17 million tons compared to the previous year, improving overall supply and negatively impacting the sunflower market.

Domestic sunflower prices are expected to remain stable in the short term. The current rise in sunflower oil prices, coupled with the high cost-supported prices of sunflowers, is likely to support the market. Pay close attention to weather conditions in the main producing areas of Russia and Ukraine and changes in the international trade situation.

02 Sunflower Oil

Week 33 (August 11-15, 2025): The average domestic price of sunflower oil was 11,167 yuan/ton. Grade-A sunflower oil in Jiangsu was quoted at 11,200 yuan/ton; in Xinjiang at 10,800 yuan/ton; in Tianjin at 11,300 yuan/ton; and in Shanghai at 11,200 yuan/ton. Regional prices are as follows:

Weekly Review:

Domestic sunflower oil prices rose this week, boosted by rising prices for the three major domestic oils. However, prices remain high, and sales are slow. Positive factors for sunflower oil include: First, high imported sunflower oil prices, low import margins for traders, reduced port arrivals, and slightly tight spot inventories, supporting the sunflower oil market price. Second, as of August 15, the August FOB Black Sea port price in Russia was $1,125/ton, unchanged from the previous week. Third, this week's rise in prices for the three major domestic oils, supported by favorable national policies, led to a surge in prices across the board, positive for sunflower oil prices. Negative factors include: First, high sunflower oil prices and a poor price-performance ratio, leading to a corresponding decrease in demand; second, the industry's traditional off-season has weakened demand, suppressing market prices.

Sunflower oil prices are likely to remain stable in the short term. From the supply and demand perspective, the market remains tight before the new season's sunflower harvest arrives. Furthermore, some oil mills have initiated small stockpiling operations, prompting traders to maintain a firm price stance. However, current sunflower oil prices remain relatively high, and actual market movement is slow, putting some downward pressure on price fluctuations. Future monitoring will focus on the impact of domestic oil and fat futures and foreign price fluctuations on the market.