卫星遥感监测报告及北美播种环境分析

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The report is in the north - south alternation blank stage of South American production determination and North American sowing. South American production has little fluctuation, and North American sowing is ongoing with no yield estimates made. The overall drought - flood differentiation in the US is obvious, with severe drought in the central part and waterlogging in the southeastern cotton - producing areas [1] 3. Summary by Relevant Catalog Global Key Agricultural Product Growth Monitoring - Malay and Indonesian Palm Oil Producing Areas - Vegetation index is generally stable with regional differentiation. Precipitation has increased across the region, with some areas experiencing excessive water. Temperature has minor fluctuations and is suitable for palm tree growth. Only the potential impact of excessive water on vegetation in Kalimantan needs attention [7] - In April 2025, the vegetation index in Malaysia and Indonesia's palm oil producing areas remained stable overall, with slight differentiation in some areas. For example, the EVI and NDVI in the Malay Peninsula increased compared to the previous 20 - year average [8] - Precipitation in all producing areas in April 2025 was higher than the historical average, and soil moisture increased accordingly. The Malay Peninsula and Kalimantan had significant precipitation increases, while Sarawak and Sabah had outstanding soil water storage capacity [8][10] - In April 2025, the temperature in the producing areas showed a "slight decline and then stability" trend, all within the suitable range for palm tree growth. The stable temperature and sufficient precipitation are beneficial for palm fruit bunch development and oil synthesis [15] North American Sowing Environment Monitoring - In the past 5 months, the precipitation in the US has shown obvious differentiation, with more precipitation in the east and south and less in the central part. In the past month, the precipitation in the east and south has further increased, and the precipitation in the central part has changed differently in different regions [17] - As of the week of May 6, about 15% of the US soybean - planting area, 20% of the corn - planting area, and 20% of the cotton - planting area were affected by drought. The drought area in the central part has increased compared to last year, but the drought degree and intensity in 2025 are less than those in 2023 [20][23] - As of May 8, the excessive precipitation in the southeastern US has caused some flooding, mainly affecting the cotton - planting area, and the short - term impact will continue [27] US Soybean and Corn Producing Areas - Precipitation in the central and southeastern parts has increased significantly, providing sufficient water for the core producing areas. Some areas such as Arkansas, Kentucky, and Tennessee have more than doubled their precipitation compared to the historical average [34][35] - Soil moisture has increased across the board, and the core areas have prominent deep - layer water advantages. Most producing areas have sufficient soil water, but attention should be paid to the drainage of local low - lying plots [36] - In April, the temperature in each producing area showed a mild upward trend, with the highest and lowest temperatures generally higher than the historical average. Most areas are within the suitable temperature range for crop growth, but attention should be paid to the accumulated temperature in the northern areas [40] US Cotton Producing Areas - Precipitation in the southeastern part has increased significantly, while the western part continues to be seasonally dry. Excessive precipitation in the southeastern part may affect the sowing progress, and the western part needs to strengthen irrigation management [41] - Soil moisture in the central and southeastern wet areas is high, while the surface water in the western part is insufficient. Except for the western arid area that depends on irrigation, the soil moisture in the central and southeastern producing areas basically meets the needs of cotton growth [47][48] - The temperature in the producing areas shows a trend of "general increase and higher in the south". Mild temperature increase is beneficial for cotton budding and flowering, but the southern areas need to prevent the adverse effects of high - temperature and drought on boll setting [50]