玉米：关注新粮上市

Report Summary 1) Report Industry Investment Rating - No investment rating provided in the report 2) Core View - The report focuses on the fundamentals of the corn market, including price data, trading volume, and positions, as well as macro and industry news [1][2] 3) Summary by Relevant Catalogs [Fundamental Tracking] - Spot Prices: Northeast acquisition average price is not available, Jinzhou closing price is 2,280 yuan/ton, Guangdong Shekou is 2,420 yuan/ton, and Shandong corn starch price is 2,770 yuan/ton [1] - Futures Prices: C2601 closed at 2,158 yuan/ton with a daily change of -0.19%, and C2511 closed at 2,168 yuan/ton with a daily change of -0.09% [1] - Trading Volume and Positions: C2511 trading volume decreased by 91,952 hands to 304,896 hands, and its position decreased by 1,301 hands to 811,835 hands; C2601 trading volume decreased by 39,084 hands to 111,954 hands, and its position increased by 4,448 hands to 449,458 hands [1] - Warehouse Receipts: The total corn market warehouse receipts decreased by 240 hands to 30,658 hands [1] - Spreads: The main 11 - basis is 112 yuan/ton, and the 11 - 01 inter - period spread is 10 yuan/ton [1] [Macro and Industry News] - Northern Corn Port Prices: 2,240 - 2,250 yuan/ton for moisture 14.5%, 2,260 - 2,280 yuan/ton for containerized new grain [2] - Guangdong Shekou Prices: 2,400 - 2,420 yuan/ton for bulk carriers, 2,440 - 2,460 yuan/ton for containers; end - of - month first - class containerized corn pre - sale is 2,430 yuan/ton, expected to drop to 2,370 yuan/ton after mid - October [2] - Northeast Deep - processing Acquisition Prices: Starting to decline, with Heilongjiang at 2,110 - 2,240 yuan/ton, Jilin at 2,160 - 2,260 yuan/ton, and Inner Mongolia at 2,160 - 2,270 yuan/ton [2] - North China Corn Prices: Rebounding, with Shandong deep - processing at 2,280 - 2,420 yuan/ton, feed corn at 2,390 - 2,440 yuan/ton, and suckling pig feed corn at 2,470 yuan/ton; Henan at 2,290 - 2,420 yuan/ton, and Hebei at 2,260 - 2,400 yuan/ton [2] - Imported Grains: Argentine sorghum (bulk) for October - November shipment is 2,120 yuan/ton, Australian sorghum for October shipment is 2,400 yuan/ton, imported barley pre - sale for December - January shipment is 2,000 - 2,050 yuan/ton, and feed wheat for September delivery is 2,510 - 2,530 yuan/ton [2] [Trend Intensity] - The corn trend intensity is 0, indicating a neutral trend [4]