全国秋粮收购已超2亿吨 比去年同期增加3200万吨 为近年同期最高水平

Core Insights - The National Grain and Material Reserve Administration reported that as of December 27, the total purchase of autumn grain across various operating entities has exceeded 200 million tons, an increase of 32 million tons compared to the same period last year, marking the highest level in recent years [1] - The autumn grain harvest this year has been characterized by early market entry and good quality, with farmers actively selling grain and enterprises eagerly purchasing, resulting in a significant acceleration in the purchasing pace compared to last year [1] Summary by Category Purchase Volume - The purchase volumes for various grain types include 48 million tons of medium and late indica rice, 35 million tons of japonica rice, 117 million tons of corn, and 8 million tons of soybeans [1] - The purchasing progress for medium and late indica rice is nearing 80%, japonica rice exceeds 70%, corn is over 50%, and soybeans are above 60%, indicating overall smooth purchasing progress [1] Market Characteristics - The autumn grain purchasing this year exhibits three characteristics: rapid progress, active market, and rising prices [1] - The prices for major autumn grain varieties have stabilized and rebounded, with high-quality varieties seeing strong demand, leading to robust purchasing intentions from enterprises [1] Price Trends - In the Northeast region, the purchasing prices for japonica rice, soybeans, and corn have increased by approximately 2%, 5%, and 10% year-on-year, respectively [1] - High-quality japonica rice and high-protein soybeans are favored in the market, with prices reaching over 1.5 yuan and 2.3 yuan per pound, respectively, significantly enhancing farmers' income compared to last year [1] Future Outlook - As the New Year and Spring Festival approach in 2026, the grain market is expected to become more active [2] - The National Grain and Material Reserve Administration will continue to focus on autumn grain purchases, guiding local areas and enterprises to increase purchasing efforts and ensure sufficient grain and oil supply during the holiday period [2]