《农产品》日报-20260127

Report Industry Investment Ratings - No information provided in the given content Core Views Pig Industry - Spot prices are oscillating weakly, and the overall boost from the Laba Festival is limited. Supply pressure is increasing, and the market is expected to maintain a bottom - range oscillation pattern [2] Meal Industry - US soybeans are showing a strong - side oscillation. The domestic spot market remains loose, but there is limited downward space for soybean meal and rapeseed meal. The market is expected to oscillate before the Spring Festival [5] Oil Industry - Palm oil futures are expected to continue to rise; soybean oil may be boosted by the US biofuel policy; rapeseed oil has been pushed up by capital. The overall market shows different trends [6] Red Date Industry - After the Laba Festival, the spot market's trading enthusiasm will decline. The futures are in a low - valuation range, and attention should be paid to the pre - Spring Festival trading and inventory [8] Apple Industry - The Spring Festival stocking atmosphere has slightly improved, but the inventory reduction is slow. Attention should be paid to the post - festival inventory [16] Corn Industry - Short - term corn remains in a high - level oscillation, supported by pre - festival stocking and restricted by policy releases. The 2,300 pressure level needs to be watched [19] Egg Industry - The egg market supply is stable, and the Spring Festival stocking is nearing the end. Attention should be paid to the terminal's digestion ability, and the egg price may correct [22] Cotton Industry - ICE cotton futures are in a low - level oscillation. Domestic cotton is supported by downstream demand and planting area expectations, and attention should be paid to the support at 14,500 [23] Sugar Industry - International raw sugar is expected to oscillate in the low range of 14 - 15 cents. Domestic sugar prices are expected to maintain a low - level oscillation, supported by cost and the overall commodity atmosphere [27] Summary by Related Catalogs Pig Industry - Futures Indicators: The main contract basis remains unchanged; the prices of "Pig 2605", "Pig 2603" and the "Pig 3 - 5 spread" have decreased; the main contract position has increased [2] - Spot Prices: The spot prices in most regions have decreased, with only some regions showing an increase [2] - Spot Indicators: The daily slaughter volume of sample points has increased slightly; the weekly prices of white strips, piglets, sows and the weekly average slaughter weight have changed little; the weekly self - breeding profit has increased by 486.60% [2] Meal Industry - Soybean Meal: The spot price in Jiangsu has increased by 1.30%, the futures price of "M2605" has increased by 0.65%, and the basis has increased by 6.69% [5] - Rapeseed Meal: The spot price in Jiangsu has increased by 1.19%, the futures price of "RM2605" has increased by 1.52%, and the basis has decreased by 1.40% [5] - Soybeans: The spot prices of soybeans in Harbin and Jiangsu have increased; the futures prices of "Bean 1 main contract" and "Bean 2 main contract" have decreased [5] Oil Industry - Soybean Oil: The spot price in Jiangsu has increased by 1.05%, the futures price of "Y2605" has increased by 1.63%, and the basis has decreased by 8.82% [6] - Palm Oil: The spot price of 24 - degree palm oil in Guangdong has increased by 1.90%, the futures price of "P2605" has increased by 2.04%, and the basis has decreased by 30.00% [6] - Rapeseed Oil: The spot price of third - grade rapeseed oil in Jiangsu has increased by 3.62%, the futures price of "OI605" has increased by 3.94%, and the basis has increased by 0.63% [6] Red Date Industry - Futures Prices: The prices of "Red Date 2605", "Red Date 2607" and "Red Date 2609" have decreased [8] - Spot Prices: The spot prices of Cangzhou's special - grade red dates have decreased slightly, while those of first - grade and second - grade red dates remain unchanged [8] Apple Industry - Futures Prices: The price of the "Apple 2605" main contract has decreased by 0.72%, and that of the "Apple 2610" contract has decreased by 0.17% [12] - Spot Indicators: The arrivals at several fruit wholesale markets have increased; the national cold - storage inventory has decreased by 3.11% [12] Corn Industry - Corn: The price of "Corn 2603" has decreased by 0.30%, the Pingcang price at Jinzhou Port has increased by 0.43%, and the basis has increased by 34.00% [19] - Corn Starch: The price of "Corn Starch 2603" has decreased by 0.66%, the average price of corn starch has increased by 0.18%, and the basis has increased by 13.58% [19] Egg Industry - Futures Prices: The prices of the "Egg 03" and "Egg 04" contracts have increased [22] - Spot Prices: The egg - producing area price and the egg - chick price have increased, and the egg - to - feed ratio and the breeding profit have also improved [22] Cotton Industry - Futures Market: The prices of "Cotton 2605" and "Cotton 2609" have decreased, and the ICE US cotton main contract has decreased slightly [23] - Spot Market: The Xinjiang arrival price and the CC Index of 3128B have increased, while the FC Index of M: 1% has decreased [23] - Industry Situation: The commercial inventory has decreased by 100%, the industrial inventory has increased by 1.5%, and the import volume has increased by 49.5% [23] Sugar Industry - Futures Market: The prices of "Sugar 2605" and "Sugar 2609" have decreased, and the ICE raw sugar main contract has decreased by 1.54% [26] - Spot Market: The spot prices in Nanning and Kunming have decreased [26] - Industry Situation: The national sugar production and sales have decreased year - on - year, and the industrial inventory has increased [26]