企业收购不积极 国产大豆价格低开低走
Qi Huo Ri Bao·2025-10-17 00:33

Core Viewpoint - The new season of early-maturing soybeans in Heilongjiang has begun harvesting, with a focus on production yield, quality, and market sentiment among farmers and downstream enterprises [1] Planting Area Growth - The soybean planting area in Heilongjiang has increased significantly due to factors such as planting profitability, policy subsidies, and crop rotation requirements, with an overall growth rate of approximately 8% [2] - The eastern region's planting area increased by 10%, while the western region saw a 7% increase compared to last year [2] - The average yield is expected to remain stable compared to last year, with some regions reporting yields between 300 to 560 jin per mu [2] Cost Reduction - Soybean planting costs have generally decreased, primarily due to a drop in land rental prices, which are now around 11,000 yuan per hectare, down by about 10% from last year [4] - The average planting cost in Heilongjiang is estimated to be around 14,500 yuan per hectare after subsidies, with the lowest cost being approximately 5,500 yuan per hectare [4] Price Trends - The opening price for the new season soybeans in Heilongjiang has shown a downward trend, with current purchase prices ranging from 1.8 to 2.0 yuan per jin [5] - There is a notable sentiment among farmers to hold onto their soybeans due to low initial prices, despite expectations of increased production [5] Demand Stability - The demand for domestic non-GMO soybeans remains relatively stable, with oil processing enterprises primarily using domestic soybeans for production [7] - Soybean food processing enterprises have stable procurement and production, focusing on quality and maintaining consistent supply [8] Trade and Market Dynamics - Domestic soybean prices are influenced by the procurement of South American soybeans, with Brazil's soybean import prices being competitive but not significantly advantageous over domestic soybeans [6] - The trading environment has become more challenging, with traders adapting to market fluctuations and utilizing futures and options for risk management [9]