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一浪高过一浪的通胀炒作令国内饲料原料市场采购上紧发条,面对所有原料价格的上涨,饲料企业也变得麻木,采购上买涨不买跌的跟风心理比较严重。在通胀的大背景下,虽然对于商品大势看涨的市场预期依然存在,但是10月20日中国央行意外加息,也给市场投下政府调控物价的政策阴影,对于饲料大宗原料市场保持谨慎乐观的同时,豆粕需把握住今年冬季的价格调整机会为明年春天因真正基本面紧张而启动的豆类市场做好准备,而玉米市场方面近期过快的价格上涨也积蓄了一定风险,待风险释放后国内玉米价格仍比较看涨。
Waves of high inflation after the wave of speculation so that the domestic feed raw materials market tightening winding, the face of all the rising prices of raw materials, feed companies have become numb, buy or buy up or down the trend of follow-up is more serious. In the context of inflation, although market expectations for commodity bullishness still exist, the unexpected interest rate hike by the People’s Bank of China on October 20 has also given the market a shadow over the government’s control of prices and is cautiously optimistic about the feed bulk feed market , Soybean meal should seize this winter’s price adjustment opportunities for the spring of next year due to real fundamentals and started the bean market to prepare well, and the corn market too fast the recent price rise has also accumulated some risks until the risk after the release of domestic Corn prices are still relatively bullish.