On November 26, 2025, domestic futures contracts showed mixed performance, with peanuts leading gains at nearly 4%, followed by polysilicon up close to 3%. Glass and Shanghai silver rose nearly 2%, while lithium carbonate, urea, and live hogs climbed over 1%. On the downside, European container shipping futures dropped nearly 8%, with polypropylene (PP), coke, coking coal, plastics, and fuel oil declining more than 1%.

Last week, oil mills successively lowered peanut prices, putting pressure on domestic oilseed peanuts. However, strong reluctance to sell among farmers and holders in Northeast China's production areas has led to tight supply, providing solid support at the price bottom. Other regions adjusted in line with the Northeast, though significant regional price disparities persist. Overall trading activity remained subdued, with some markets seeing nominal prices but limited actual transactions. Short-term attention should focus on shifts in supply sentiment and pace in key production areas. (Huatai Futures)