01 Sunflower

Week 36 (September 1-5, 2025): Domestic sunflower prices remained stable. Specific regional prices are as follows:

Weekly Review:

Domestic sunflower prices rose this week, with some regions halting quotations due to shortages. Mid-Autumn Festival stockpiling has further boosted domestic demand for sunflower kernels. Currently at the end of the sunflower season, international supply is tightening, and arrivals are limited. This limited supply, coupled with a relatively tight supply, has led to a strong bullish sentiment among traders, supporting the sunflower market. New-season imported sunflowers are expected to be fully available by the end of September, arriving at domestic ports in October. If this season's sunflower harvest is bountiful, prices are expected to fall.

It is expected that domestic sunflower prices will remain stable until the new season arrives. The current rise in sunflower oil prices, coupled with the high cost-supported prices of sunflowers, is likely to support market prices. Focus on the harvests in the main producing areas of Russia and Ukraine.

02 Sunflower Oil

Week 36 (September 1-5, 2025): The average domestic sunflower oil price this week was 11,725 yuan/ton. Grade-A sunflower oil in Jiangsu was quoted at 12,000 yuan/ton; in Xinjiang, 11,000 yuan/ton; in Tianjin, 11,800 yuan/ton; and in Shanghai, 11,900 yuan/ton. Regional prices are as follows:

Weekly Review:

Domestic sunflower oil prices rose this week. Positive factors for sunflower oil include: First, a decrease in imported sunflower oil arrivals, resulting in tight supply and supporting market prices; second, as of September 5, the September FOB Black Sea port price in Russia was $1,175/ton, maintaining high international prices; third, with the new season sunflower harvest in short supply, crushing volumes are low. Fourth, with the peak sunflower oil stocking season, shipments are increasing and demand is strong. Negative factors include: high prices and a poor price-performance ratio, leading to a corresponding decrease in demand.

Sunflower oil prices are likely to remain stable in the short term. From a supply and demand perspective, the market remains tight before the new season's sunflowers hit the market. Coupled with the start of the Mid-Autumn Festival stocking season, traders are determined to maintain prices. However, current sunflower oil prices are relatively high, and market acceptance is weak, putting some downward pressure on price growth. Furthermore, with the new season's sunflowers about to hit the market, prices are trending downward, negatively impacting the market.