Report Summary 1. Report Industry Investment Rating No industry investment rating information is provided in the content. 2. Report's Core View - Corn: Short - term, the price is expected to be under pressure and continue the weak and volatile pattern; long - term, focus on the selling enthusiasm in the producing areas after the new season corn is launched [3]. - Starch: Short - term, the price fluctuates with the raw material price and is under pressure due to high inventory; long - term, maintain a bearish view [3]. - Sugar: The international sugar price is under pressure. The domestic sugar price is also under pressure with the arrival of imported sugar [4]. - Cotton: The price is in a shock state, and the downward space is limited. Attention should be paid to the change in demand [6]. - Eggs: The price rebounded from the low level before, then declined due to supply and demand issues. Attention should be paid to the culling rhythm and cold - storage egg出库 [12]. - Apples: The new - season output may not differ much from last year. The consumption is in the off - season, and attention should be paid to the final production [14]. - Pigs: The price is in a range - bound shock. Attention should be paid to the slaughter rhythm, diseases, and policies [14]. 3. Summary by Related Catalogs Corn/Starch - Price Data: From August 27 to September 2, the price in some regions changed slightly. For example, the price in Shekou increased by 10, and the starch basis decreased by 5 [2]. - Market Analysis: Corn supply increment is limited, and the price is expected to decline under pressure in the short - term and maintain a weak pattern; starch inventory is high, and the price is bearish in the long - term [3]. Sugar - Price Data: From August 27 to September 2, the spot price in some regions decreased, and the number of warehouse receipts decreased by 233 [4]. - Market Analysis: The international sugar price is under pressure due to supply, and the domestic sugar price is also under pressure with the arrival of imported sugar [4]. Cotton/Cotton Yarn - Price Data: From August 27 to September 2, the 3128 cotton price increased by 25, and the 32S spinning profit decreased by 37 [6]. - Market Analysis: The cotton price is in a shock state, and the downward space is limited. Attention should be paid to the demand change [6]. Eggs - Price Data: From August 27 to September 2, the price in some regions remained stable, and the basis increased by 11 [12]. - Market Analysis: The egg price rebounded from the low level before, then declined due to supply and demand issues. Attention should be paid to the culling rhythm and cold - storage egg出库 [12]. Apples - Price Data: From August 27 to September 2, the spot price remained stable, and the national inventory decreased by 16 [13][14]. - Market Analysis: The new - season output may not differ much from last year. The consumption is in the off - season, and attention should be paid to the final production [14]. Pigs - Price Data: From August 27 to September 2, the price in some regions changed slightly, and the basis decreased by 20 [14]. - Market Analysis: The pig price is in a range - bound shock. Attention should be paid to the slaughter rhythm, diseases, and policies [14].
农产品早报-20250903
Yong An Qi Huo·2025-09-03 06:21