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农产品早报-20250818
Yong An Qi Huo·2025-08-18 03:12

Group 1: Report Summary - The report provides market data and analysis for various agricultural products including corn, starch, sugar, cotton, eggs, apples, and pigs on August 18, 2025 [2][3] Group 2: Corn and Starch Market Data - This week, 395,000 tons of imported corn were auctioned, with 67,000 tons sold, and the trading situation became sluggish. The price of starch was slightly reduced, and enterprises were still operating at a loss [3] Market Analysis - Short - term: Corn prices will continue to fluctuate within a certain range. Starch prices will follow the raw material price fluctuations and are expected to continue to fluctuate weakly [3] - Long - term: Corn prices are expected to decline under pressure, and the starch price outlook remains bearish [3] Group 3: Sugar Market Data - From August 11 - 15, the spot prices in Liuzhou, Nanning, and Kunming remained mostly stable, the basis decreased by 5, and the import profit increased [6] Market Analysis - Internationally, the sugar price is under pressure due to the peak crushing season in Brazil. Domestically, the Zhengzhou sugar futures price has a smaller fluctuation range, and the futures price faces upward pressure [6] Group 4: Cotton Market Data - From August 11 - 15, the price of 3128 cotton increased by 30, the import profit of M - grade US cotton was relatively stable, and the number of warehouse receipts and forecasts decreased by 117 [9] Market Analysis - The cotton market has entered a consolidation phase. If there are no major macro - risks, the low in April can be regarded as the long - term bottom, and the downside space is limited. Attention should be paid to changes in demand [9] Group 5: Eggs Market Data - From August 11 - 15, the egg prices in Hebei and Liaoning remained stable, while those in Shandong and Henan increased by 0.1. The basis increased by 50 [14] Market Analysis - In July, the egg price rebounded rapidly due to supply and demand factors. In early August, due to sufficient inventory in food factories and weak demand, the egg price declined. Attention should be paid to the chicken culling rhythm and cold - storage egg release [14] Group 6: Apples Market Data - From August 11 - 15, the price of Shandong 80 first - and second - grade apples remained at 7800 on August 11 - 13 and then dropped to 7300 on August 14 - 15. The national inventory decreased by 44 [15][16] Market Analysis - The new - season apples are in the growth stage. The yield in the western region may increase, while that in Shandong is expected to decrease by about 20%. The current - season apple consumption is in the off - season, and the inventory is at a five - year low [16] Group 7: Pigs Market Data - From August 11 - 15, the pig prices in different regions showed slight fluctuations, and the basis decreased by 95 [16] Market Analysis - The reduction of pig production capacity is insufficient, and there is still medium - term supply pressure. The futures price has a premium. The short - term spot price will fluctuate weakly, and attention should be paid to factors such as the slaughter rhythm, weather, and policies [16]