【BOYAR监测】饲料原料市场每日简评【2.4】

Group 1 - CBOT soybean futures rose due to the U.S. Treasury's release of new biofuel tax credit guidelines, with March soybean contracts settling at $10.65-3/4 per bushel [1] - March soybean meal contracts fell by $2.6, settling at $291.90 per short ton, while March soybean oil contracts increased by 1.29 cents, settling at 54.49 cents per pound [1] - The Dalian soybean meal futures market continued to decline, with the main contract closing at 2723 yuan, down 4 yuan, amid increased trading volume and open interest [1] Group 2 - Domestic soybean meal spot prices decreased by 10 yuan per ton, influenced by the U.S. Treasury's proposed rules for biofuel producers and strong U.S. soybean export and crushing data [2] - Brazil's soybean growing season is expected to end next month with record-high yield forecasts, leading to a projected production exceeding 181 million tons [2] - The slow sales pace of farmers is noted, with an estimated 30% of soybean sales for the 2025/26 season, down from 39.6% the previous year [2] Group 3 - The Dalian corn futures market saw the main contract close at 2271 yuan, up 4 yuan, with reduced open interest and trading volume [3] - CBOT corn futures also rose, influenced by the same biofuel tax credit guidelines, with March corn contracts settling at $4.28-1/2 per bushel [4][6] - Domestic corn prices showed slight adjustments, with procurement prices in regions like Heilongjiang and Jilin being lowered, reflecting a weakening market sentiment [7]