农产品早报-20260210

Group 1: Corn/Starch - The report provides price and profit data for corn and starch from February 3rd to 9th, 2026, including prices in different regions, basis, trade profit, import profit and loss, and processing profit [2] - In the short - term, the downstream pre - holiday restocking will support corn prices, and the spot price is expected to oscillate. In the long - term, attention should be paid to import and domestic auction policies due to the supply gap. For starch, the short - term downstream holiday stocking and inventory reduction support the enterprise's strong quotation, while the long - term price depends on downstream consumption rhythm and post - season inventory changes [3] Group 2: Sugar - The report presents sugar's spot price, basis, import profit, and warehouse receipt data from February 3rd to 9th, 2026 [4] - In the international market, the 25/26 sugar - making season in the Northern Hemisphere is expected to have increased production. The actual realization of the production increase in Thailand needs attention. In the domestic market, the short - term supply pressure of raw sugar decreases, and the long - term price may decline if the global sugar market surplus intensifies [4] Group 3: Cotton - The initial inventory of cotton is relatively low, offsetting most of the production increase. With the expansion of domestic textile production, good downstream profits, and favorable consumption policies, cotton demand is expected to improve. The planting area in Xinjiang will decrease in the new season, so cotton is suitable for long - term investment [6] Group 4: Eggs - The report gives egg price data in different regions, basis, and prices of substitutes from February 3rd to 9th, 2026 [11] - After the pre - holiday stocking, the egg spot price stops rising and turns down. The 05 contract price depends on the farmers' chicken culling situation. The culling - white chicken price difference can reflect farmers' culling mentality and affect the second - quarter supply [12] Group 5: Apples - The report shows apple's spot price, inventory data, and basis data from February 3rd to 9th, 2026 [14][15] - Affected by holiday stocking, the inventory in apple - producing areas decreases faster. The overall trading volume of fruit farmers' goods is limited. The price of general - quality fruit farmers' goods is stable with a weak trend, while high - quality goods remain stable [15] Group 6: Pigs - The report provides pig price data in different regions and basis from February 3rd to 9th, 2026 [15] - The weekend pig spot price is weak. Near the minor New Year, market stocking starts, but the slaughter increase is limited. The supply of pigs is sufficient. In the short - term, the inventory reduction pressure is dominant, and there is still medium - term pressure, but there is long - term support. Futures are easily affected by emotions, and attention should be paid to factors like the slaughter rhythm, diseases, and policies [15] Group 7: Cotton and Cotton Yarn - The report offers data on cotton and cotton yarn from February 3rd to 9th, 2026, including the price of 3128 cotton, imported M - grade US cotton, import profit, warehouse receipt + forecast, etc. [17]