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6月份以来关于国储方面轮换政策传言不断,造成玉米价格尤其是期货价格震荡下行。而蛋白原料方面受到中国疯狂采购逐渐降温影响,豆粕价格也冲高回落。随着气温的升高,我们似乎发现在国家政策的主导下,国内原料市场变得越发难以寻求突破,饲料大宗原料波动相对平缓。总而言之,未来1～2个月的国内大宗原料行情走势,很大程度上视国储拍卖时机和价格而定。
Rumors of a rotation policy on the State Reserve since June have kept rumors of corn prices, especially the futures price, downwards. The protein raw materials by China crazy purchasing gradually cooling effect, soybean meal prices also finished lower. As the temperature rises, we seem to find that under the guidance of national policies, the domestic raw materials market becomes more and more difficult to seek a breakthrough and the feedstock bulk raw materials fluctuates relatively moderately. All in all, the domestic bulk raw materials market trend in the next 1-2 months will largely depend on the timing and price of the auction of the State Reserve.