【BOYAR监测】饲料原料市场每日简评【12.26】

Group 1 - The core viewpoint of the news is that the tightening of customs clearance has led to a continued increase in soybean meal prices in the domestic market [1][3]. - The Dalian soybean meal futures market has shown an upward trend, with the main contract 2605 opening higher and closing at 2760 yuan, an increase of 32 yuan [2]. - Domestic soybean meal spot prices have risen by 20-40 yuan per ton, driven by favorable weather conditions for soybean growth in Brazil and strong expectations for soybean production [3]. Group 2 - The Dalian corn futures market has also experienced a rise, with the main contract 2603 opening at 2191 yuan and closing at 2222 yuan, an increase of 33 yuan [4]. - Domestic corn prices have shown slight adjustments, with procurement prices remaining stable in Shandong, while the selling progress in North China is nearing 40% [5]. - The market sentiment for corn is bullish, with recent high demand for imported corn and expectations of breaking the current stalemate in the market [5].