Group 1 - The core viewpoint of the article highlights the mixed performance of various futures markets, including soybean, palm oil, live pigs, eggs, and corn, driven by factors such as export demand, weather conditions, and supply dynamics [1] Group 2 - CBOT soybeans rose due to improved export demand expectations and hot weather in production areas, with the good rate remaining stable and no surprises in export inspection data [1] - Domestic soybean meal and rapeseed meal prices fell, with rapeseed meal declining more than soybean meal, leading to an expanded price difference [1] - The oil factory's crushing volume decreased to 2.18 million tons last week but is expected to recover to 2.3 million tons this week, indicating sufficient domestic supply and rising inventory [1] Group 3 - BMD palm oil prices increased due to improved export expectations and positive MPOB reports, with Malaysia's July palm oil production rising by 7.09% month-on-month [1] - The report indicated that Malaysia's palm oil inventory increased by 4.02% month-on-month, but was lower than expected, while exports rose by 3.82% [1] Group 4 - Live pig futures saw a slight decline of 0.28%, with the average daily price in China at 13.78 yuan/kg, reflecting mixed price movements across regions [1] - The supply side is under pressure, but policy support is present, leading to a view of price fluctuations [1] Group 5 - The main contract for eggs continued to decline, with a daily drop of 2.71%, while the national egg price rose slightly to 3.02 yuan/jin [1] - The short-term fundamentals appear weak, with high levels of egg-laying hens and weak terminal demand, although a rebound in demand is expected in the future [1] Group 6 - Corn futures experienced adjustments with a lack of speculative activity, and the cash market saw weaker transactions due to price declines [1] - The northeastern corn market is weak, with traders selling based on market conditions, while prices in North China remain stable with minor adjustments [1]
蛋白粕、油脂等农产品:价格走势分化,各有涨跌行情