玉米大跌,鸡蛋下挫
Tian Fu Qi Huo·2025-09-22 13:22
- Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The agricultural product sector is generally weak, with corn, eggs, pigs, and cotton prices falling, while soybean meal, rapeseed oil, palm oil, apples, and jujubes show different trends of rebound or strength, and sugar prices continue to decline [1]. 3. Summary by Variety Corn - Market Situation: New corn harvest expectations are being realized, with increased supply and weak demand. The price of the main 2511 contract has broken through support and is expected to continue falling [2]. - Technical Analysis: The main 2511 contract is technically weak, with a MACD death - cross and expanding green bars. The support level is 2140, and the resistance level is 2160. The recommended strategy is to short with a light position [4]. Eggs - Market Situation: High egg - laying hen inventory, increased supply due to improved laying rates and cold - storage egg release, and reduced demand after the double - festival stocking. The price of the main 2511 contract has reversed downward [5]. - Technical Analysis: The main 2511 contract is technically weak, having fallen below the 10 - day moving average. The support level is 3055, and the resistance level is 3100. The recommended strategy is to short with a light position [5]. Pigs - Market Situation: Accelerated slaughter by farmers, increased supply, and lack of significant demand growth. The price of the main 2511 contract continues to decline [7]. - Technical Analysis: The main 2511 contract is technically weak, with a bearish moving - average arrangement. The support level is 12700, and the resistance level is 12900. The recommended strategy is to continue shorting [7]. Cotton - Market Situation: Expected high cotton production and weak downstream demand. The price of the main 2601 contract has reached a 3 - month low [9]. - Technical Analysis: The main 2601 contract is technically weak, with expanding losses below the moving - average system and an expanding MACD green bar. The support level is 13500, and the resistance level is 13700. The recommended strategy is not specified but the trend is bearish [9]. Soybean Meal - Market Situation: Unresolved Sino - US trade relations lead to expectations of tight soybean imports in the fourth quarter, while domestic soybean meal output is high and inventory is at a new high. The price of the main 2601 contract continues to rebound [11]. - Technical Analysis: The main 2601 contract is technically strong, with short - covering pushing the price above the 5 - day moving average and approaching the 10 - day moving average, and a shrinking MACD green bar. The recommended strategy is to close short positions. The support level is 3016, and the resistance level is 3050 [11]. Rapeseed Oil - Market Situation: Tight supply due to poor Sino - Canadian relations, low rapeseed arrivals, and planned shutdowns of oil mills. The price of the main 2601 contract is rising strongly [13]. - Technical Analysis: The main 2601 contract is technically strong, with long - position increases pushing up the price, and a MACD golden cross with an expanding red bar. The recommended strategy is to hold long positions. The support level is 10050, and the resistance level is 10170 [13]. Palm Oil - Market Situation: Rain in Malaysian palm oil production areas may affect production, and export data has improved. The price of the main 2601 contract first declined and then rose [15]. - Technical Analysis: The main 2601 contract has rebounded above the 40 - day moving average, and the market is volatile. The recommended strategy is short - term trading. The support level is 9252, and the resistance level is 9398 [15]. Apples - Market Situation: Rain delays the bag - removing work of late - maturing Fuji apples, and there is a short - term supply gap. The price of the main 2601 contract first declined and then rose strongly [17]. - Technical Analysis: The main 2601 contract is technically strong, with a long lower - shadow阳线 and the price above the moving - average system. The recommended strategy is to go long with a light position. The support level is 8240, and the resistance level is 8363 [17]. Jujubes - Market Situation: Xinjiang jujubes are entering the sugaring stage, and there are expectations of a production reduction. The price of the main 2601 contract is rebounding from a low level [19]. - Technical Analysis: The main 2601 contract has rebounded slightly, approaching the 5 - day moving average. The recommended strategy is to reduce short positions. The support level is 10580, and the resistance level is 10900 [19]. Sugar - Market Situation: Increased domestic sugar supply from beet sugar mills and high - volume imports, and weak demand after the peak season. The price of the main 2601 contract continues to decline [22]. - Technical Analysis: The main 2601 contract is technically weak, with the price below the moving - average system and expanding losses. The recommended strategy is to short with a light position. The support level is 5440, and the resistance level is 5480 [22].