【BOYAR监测】饲料原料市场每日简评【11.11】

Group 1: Soybean Market Overview - CBOT soybean futures rose due to signs of the U.S. federal government potentially resuming operations and optimistic expectations for U.S. soybean export prospects, with January futures closing at $11.30 per bushel, up 13 cents [1] - The December soybean meal futures contract increased by $2.90, settling at $320.00 per short ton, while December soybean oil futures rose by 0.90 cents to close at 50.58 cents per pound [2] - The Dalian soybean meal futures market showed a weak trend, with the main contract 2601 opening lower and closing down at 3054 yuan, a decrease of 9 yuan, with trading volume at 822,179 and open interest at 1,602,533 [3] Group 2: Domestic Soybean Meal Market - Domestic soybean meal spot prices increased by 10-20 yuan per ton, supported by the resumption of U.S.-China trade negotiations and the expectation of a USDA report on crop yields and global agricultural supply and demand [4] - Analysts expect the USDA to lower the U.S. soybean production forecast for the 2025/26 season to 4.266 billion bushels, with an average yield adjustment to 53.1 bushels per acre, and an increase in year-end inventory to 304 million bushels [4] - Brazilian soybean planting is at 61% completion, while Argentina has just started planting at 4.4%, with weather conditions needing close monitoring [4] Group 3: Corn Market Overview - The Dalian corn futures market saw the main contract 2601 open higher and close up at 2177 yuan, marking a 13 yuan increase, with trading volume at 672,958 and open interest at 954,084 [5] - CBOT corn futures also rose, influenced by a general increase in grain, stock, and oil markets, with December corn futures closing at $4.29-3/4 per bushel, up 2.5 cents [6][7] - Domestic corn prices showed a strong trend, with processing enterprises raising purchase prices, and the trading range for corn now between 2150-2300 yuan per ton [9]