农产品早报-20260130

Group 1: Report General Information - Report date: January 30, 2026 [2] - Report type: Agricultural products morning report [12] Group 2: Corn/Starch Market Corn - Price data: From January 23 - 29, 2026, prices in Changchun remained at 2190, in Jinzhou at 2290 - 2300, in Weifang increased from 2260 to 2300, in Shekou decreased from 2440 to 2430. The basis changed from 0 to 9, and the trade profit and import profit changed from 338 to 310 [3] - Market analysis: Short - term, with producers holding prices and limited supply increase, and low inventory and downstream stocking expectations, prices are expected to be strong. Medium - to long - term, focus on import and domestic auction policies due to supply gap [3] Starch - Price data: From January 23 - 29, 2026, prices in Heilongjiang remained at 2750, in Weifang at 2820. The basis changed from 80 to 160, and the processing profit changed from - 90 to - 98 [3] - Market analysis: Short - term, with festival stocking and inventory reduction, enterprise quotes are expected to be strong. Medium - to long - term, focus on downstream consumption rhythm and post - season inventory changes [4] Group 3: Sugar Market - Price data: From January 23 - 29, 2026, prices in Liuzhou increased from 5340 to 5370, in Nanning from 5280 to 5320, in Kunming from 5170 to 5190. The basis decreased from 160 to 113, and the import profit from Thailand and Brazil increased by 40 [5] - Market analysis: Internationally, 25/26 season northern hemisphere production is expected to increase. Domestically, short - term supply pressure eases, and long - term, if global surplus intensifies, prices may fall to import cost [5] Group 4: Cotton/Cotton Yarn Market Cotton - Price data: From January 23 - 29, 2026, the price of 3128 cotton increased from 15630 to 15880, the import profit from 2914 to 3036, and the inventory (warehouse receipts + forecast) decreased by 11 [5] - Market analysis: Low initial inventory offsets production increase. With expanding textile production, good downstream profits, and consumption - promoting policies, demand is expected to improve. New - season Xinjiang planting area may decline, suitable for long - term long positions [5] Group 5: Egg Market - Price data: From January 23 - 29, 2026, prices in Hebei, Liaoning, Shandong, Henan, and Hubei remained stable, and the basis increased from 511 to 1214 [6] - Market analysis: Spring Festival stocking drives price rebound, and the chicken culling pace slows. Pay attention to demand and culling data, as different culling choices will affect second - quarter egg prices [6] Group 6: Apple Market - Price data: From January 23 - 29, 2026, the price of Shandong 80 first - and second - grade apples remained at 8900. The 1 - month basis decreased from 684 to 609, the 5 - month basis from - 635 to - 742, and the 10 - month basis from 556 to 474 [9] - Market analysis: The trading atmosphere in the late - Fuji apple producing areas is light. Good - quality apples maintain stable prices, while lower - quality apples' prices are loose. As of January 22, 2026, the national cold - storage inventory ratio is 48.01%, 2.11 percentage points lower than last year. The cold - storage capacity ratio decreased by 1.77 percentage points this week, and the de - stocking rate is 14.06% [10] Group 7: Pig Market - Price data: From January 23 - 29, 2026, prices in Henan Kaifeng decreased from 13.23 to 12.63, in Hubei Xiangyang from 13.00 to 12.35, in Shandong Linyi from 13.27 to 12.77, in Anhui Hefei from 13.65 to 12.90, in Jiangsu Nantong from 13.80 to 13.05. The basis decreased from 1665 to 1465 [10] - Market analysis: Weekend spot prices are first strong then weak. Farmers are reluctant to sell at low prices, but it's difficult to maintain high prices. Before the Spring Festival, both supply and demand are expected to increase, with potential short - term supply - demand mismatch. Pay attention to factors like slaughter rhythm, diseases, and policies [10]