论文部分内容阅读
美大豆丰产预期加强,生长状况良好,单产及产量预估数据有望上调,虽然国内外豆类价格提前出现反映消化利空因素;但是9月的USDA供需报告仍受市场关注。国际大豆成本不断下行,国内油厂压榨利润维持低位,挺粕意愿较强,但在美豆连续创新低行情下,国内豆粕市场价格难以支撑。另外,港口库存维持高位,饲料企业补库存意愿不强,观望为主;油厂豆粕胀库压力增加。饲料需求短期难有较大恢复,后期蛋白粕市场延续弱势。
US soybean yield is expected to strengthen, good growth, yield and yield estimates are expected to increase, although the price of beans at home and abroad earlier reflect the digestion and bad factors; but in September the USDA supply and demand reports are still subject to market concerns. International soybean prices continue to decline, domestic oil mill crush margins remain low, Ting meal willingness strong, but the continuous low in the US soybean market, the domestic market price of soybean meal is difficult to support. In addition, the port stocks remain high, feed companies will not be willing to make up stocks, wait and see; the pressure on the expansion of oil mills soybean meal. Feed demand difficult to recover in the short term, the late protein meal market continued weakness.