【BOYAR监测】饲料原料市场每日简评【1.4】

Group 1: Soybean Market Overview - CBOT soybean futures declined due to light trading post-holiday and competition from Brazilian soybeans, with March soybean settling at $10.45-3/4 per bushel, the lowest since October 23 [1] - March soybean meal futures fell by $3.40, closing at $296.00 per short ton, while March soybean oil futures increased by $0.74, settling at $0.4930 per pound [1] - Domestic soybean meal prices remained stable, with a USDA announcement of a $12 billion agricultural aid plan, although soybean farmers indicated that the subsidies are insufficient to cover losses from low prices and trade disputes [2] Group 2: Export and Production Insights - U.S. soybean export sales for the week ending December 18 showed a net increase of 987,100 tons, a decrease of 59% from the previous week and 46% from the four-week average [2] - Brazil's soybean planting is nearly complete with favorable weather conditions, leading to increased production forecasts from several analysis firms [2] - Argentina's soybean planting is 86% complete, with good growth conditions reported [2] Group 3: Corn Market Dynamics - CBOT corn futures experienced a slight decline amid light trading, with March corn settling at $4.37-1/2 per bushel, supported by strong export momentum [4] - Domestic corn prices showed minor fluctuations, with processing enterprises in Shandong adjusting purchase prices based on supply [5][6] - There are rumors of a corn auction scheduled for January 9, with specific pricing details for different regions [6]