建信期货-每日观点2025/11/07

Group 1 - The bond market is showing signs of improvement, with expectations of easing policies leading to a buying opportunity during corrections [3] - The shipping industry has reached a bottom, suggesting a buying opportunity in December [3] - Stock indices are experiencing fluctuations, with a focus on the recovery of trading volume [3] Group 2 - The asphalt market is facing weak supply and demand, with limited cost support leading to a bearish outlook [4] - Pulp prices may rise due to a potential decrease in warehouse receipts after year-end cancellations [4] - Cotton is at a peak processing period, with hedging pressures expected to be released [4] Group 3 - Soybean meal prices are being monitored closely, particularly regarding actual purchases of U.S. soybeans, with a cautious bullish stance [4] - Egg market strength has slightly exceeded expectations, leading to a modest bullish trend in futures [4] - Peanut demand from oil mills remains weak, continuing to test lower price levels [4] Group 4 - Corn production is increasing with new crops being harvested, supported by cost factors that may sustain a rebound [4] - The pig market is facing insufficient demand growth, with increased supply pressure anticipated in the future, leading to a short-term rebound from bearish profit-taking [4]