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一、基本观点近一段时间,内外盘豆类均迎来回调行情,一方面由于美国天气理想,大豆长势良好,丰产的预期越来越强烈,且短期看不到天气威胁的迹象,这令盘面的天气升水不断被挤压;另一方面,国储大豆拍卖开始,高成交率低成交均价对国内豆类市场也带来利空,且国内市场在暴雨洪水过后,饲料需求短期偏弱也令盘面承压。整体来看,内外盘农产品市场环境开始走弱,美豆71%的优良率处于历史高位,且阿根廷
First, the basic point of view Recently, both inside and outside the disk are ushered in callback Quotes Quotes, on the one hand due to the ideal weather in the United States, soybean growing well, the expected yield is growing stronger, and short-term signs of weather threats, which makes the disk On the other hand, the start of the State Reserve soybean auction, the high turnover rate of transaction average price of the domestic beans market is also bad, and the domestic market in the storm after the flood, feed short-term weak also make The pressure on the disk. Overall, the market environment for agricultural products inside and outside the plate began to weaken, with a good rate of 71% of U.S. beans at historic highs, with Argentina