南美天气炒作临近尾声美豆播种面积进入视野

• 作 者: 梁勇
• 机 构: 银河期货有限公司,
• 出 处: 黑龙江粮食
• 发表日期: 2017年02期

一、基本观点近一个月国内外豆类市场均以震荡偏弱为主,因南美大豆丰产预期再度强烈,阿根廷虽遇到1月的过量降雨,但随后迎来良好天气配合,丰产仍可期,这导致市场开始对美豆出口需求将受限的担忧影响。但市场也有利多的题材支撑,一方面虽然南美天气表现理想,但USDA在2月供需报告中开始下调阿根廷产量前景,预示着阿根廷产区的局部天气问题对产量的影

First, the basic point of view The past month the domestic and international markets are weak beans mainly shocks, due to the expected strong soybean yield in South America again strong, although Argentina encountered excessive rainfall in January, but then ushered in a good weather with high yield can still be expected , Which led the market to begin to worry about the export demand of the U.S. beans will be limited. However, the market is also favored by the theme of support, while the weather in South America on the one hand ideal, but the USDA February supply and demand report began to cut Argentina’s production outlook, indicating that the Argentine region of the local weather problems on the impact of production