1. Report Industry Investment Rating - No relevant information provided 2. Core Views of the Report - For corn, the good condition of US corn and the easing of trade relations between China and the US have led to concerns about long - term import pressure. In the domestic market, the supply of corn is tight, but the upward momentum of corn prices has slowed due to the wheat substitution effect and expected import corn release. The corn futures price has maintained a high - level oscillation recently, and short - term participation is recommended [2]. - For corn starch, affected by continuous production losses, the industry's operating rate is at a low level in recent years. With reduced supply pressure and firm corn prices, the spot price of corn starch is relatively good, and the industry inventory has slightly declined. Today, the starch futures price dropped significantly due to the decline of corn prices, and short - term participation is recommended [3]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the active contract of corn starch futures was 2677 yuan/ton, down 17 yuan/ton; the closing price of the active contract of CBOT corn was 418.5 cents/bushel, down 10.5 cents/bushel [2]. - The trading volume, open interest, and registered warehouse receipts of domestic and foreign corn and corn starch futures all showed different degrees of change, such as the open interest of the active contract of yellow corn decreased by 25172 hands [2]. 3.2 Outer - market - The total open interest of CBOT corn decreased by 21797 contracts to 1592477 contracts, and the non - commercial net long position decreased by 107244 contracts [2]. 3.3 Spot Market - The average spot price of corn was 2424.31 yuan/ton, up 2.35 yuan/ton; the factory quotes of corn starch in different regions remained unchanged [2]. - The basis of the main contract of corn starch was 43 yuan/ton, up 17 yuan/ton; the basis of the main contract of corn was 35.31 yuan/ton, up 21.35 yuan/ton [2]. 3.4 Upstream Situation - The predicted sowing area and output of corn in major countries such as the US, Brazil, Argentina, and China showed different degrees of change, for example, the predicted sowing area of corn in the US was 401.85 million hectares, up 1.82 million hectares [2]. - The corn inventory in southern ports was 113.5 tons, down 5.9 tons; the inventory of deep - processed corn decreased by 5.9 tons to 459.2 tons [2]. 3.5 Industrial Situation - The import volume of corn was 19 tons, and the export volume of corn starch was 27780 tons, up 4060 tons [2]. - The output of feed decreased by 113.2 tons to 2664 tons; the processing profit of corn starch in different regions showed different trends [2]. 3.6 Downstream Situation - The inventory days of sample feed corn decreased by 0.41 days to 33.07 days; the consumption of deep - processed corn decreased by 0.98 tons to 117.62 tons [2]. - The operating rate of alcohol enterprises was 43.8%, down 5.26%; the operating rate of starch enterprises was 51.62%, up 2.91% [2]. 3.7 Option Market - The historical volatility and implied volatility of corn options showed different degrees of decline, such as the 20 - day historical volatility of corn decreased by 0.73% to 6.32% [2]. 3.8 Industry News - As of the week ending June 19, 2025, the US corn export inspection volume was 1476638 tons, lower than the previous week [2]. - As of June 19, the harvest progress of Brazil's second - season corn in the 2024/2025 season was 13%, up from 5.2% a week ago [2]. - As of the week ending June 22, 2025, the good - to - excellent rate of US corn was 70%, lower than market expectations [2].

| | 受玉米淀粉企业生产持续亏损影响下，行业开机率继续处于近年同期低位。在供应压力明显减弱以及玉米价格坚挺支撑下，玉米淀 | | --- | --- | | 观点总结（ | 粉现货价格表现相对良好，且行业库存也略有下滑。截至6月18日，全国玉米淀粉企业淀粉库存总量132.8万吨，较上周下降3.20万 | | 淀粉） | | | 重点关注 | 吨，周降幅2.35%，月降幅5.95%；年同比增幅26.36%。盘面来看，近日受玉米涨势放缓影响，淀粉表现也较为震荡，短线参与为 周四、周五mysteel玉米周度消耗以及淀粉企业开机、库存情况 | | | 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ | | | 主。 | 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - For the corn market, the US corn has a good improvement rate, and Sino - US trade relations have eased, but there is long - term import pressure. In the domestic market, the procurement enthusiasm of feed enterprises in the Northeast is average, the trading volume of trade grains is slow, and the market purchase and sales are light. In the North China and Huanghuai regions, with the progress of wheat harvest, the use of wheat for feed has increased, and the sentiment of traders is bearish. The corn futures price fell again today, with a decrease in positions, and it is expected to fluctuate in the short term, so short - term participation is recommended [2]. - For the corn starch market, affected by high raw material costs, large industry losses, and the substitution of competing products, the industry operating rate continues to decline. The spot price is relatively firm due to reduced supply pressure, but the downstream digestion ability is limited, and the industry inventory remains high. Affected by the decline of corn, the starch futures price also declined, and short - term participation is recommended [3]. 3. Summary by Relevant Catalogs 3.1 Futures Market - Corn futures closing price (active contract) is 2325 yuan/ton, down 11 yuan; corn starch futures closing price (active contract) is 2651 yuan/ton, down 27 yuan. Corn monthly spread (9 - 1) is 110 yuan/ton, down 1 yuan; corn starch monthly spread (7 - 9) is - 76 yuan/ton, down 16 yuan. Corn futures positions (active contract) are 1079783 lots, down 36987 lots; corn starch futures positions (active contract) are 221312 lots, up 4731 lots [2]. - The net long positions of the top 20 futures holders for corn are - 85598 lots, up 5462 lots; for corn starch, they are - 8781 lots, down 977 lots. The registered warehouse receipts for yellow corn are 216019 lots, down 400 lots; for corn starch, they are 24472 lots, down 380 lots. The CS - C spread of the main contract is 375 yuan/ton, down 4 yuan [2]. 3.2 Outer - disk Market - The closing price of CBOT corn futures (active contract) is 438.25 cents/bushel, down 5.25 cents. The total positions of CBOT corn are 1654814 contracts, up 16858 contracts. The non - commercial net long positions of CBOT corn are - 20333 contracts, down 8781 contracts [2]. 3.3 Spot Market - The average spot price of corn is 2383.33 yuan/ton, up 2.94 yuan. The ex - factory price of corn starch in Changchun is 2690 yuan/ton, unchanged; in Weifang is 2890 yuan/ton, unchanged; in Shijiazhuang is 2840 yuan/ton, unchanged. The FOB price of corn in Jinzhou Port is 2330 yuan/ton, unchanged [2]. - The CIF price of imported corn is 1980.81 yuan/ton, down 73.69 yuan. The international freight of imported corn is 42 US dollars/ton, unchanged. The basis of the corn main contract is 58.33 yuan/ton, up 13.94 yuan; the basis of the corn starch main contract is 12 yuan/ton, down 2 yuan. The spread between Shandong starch and corn is 416 yuan/ton, down 24 yuan [2]. 3.4 Substitute Spot Prices - The average spot price of wheat is 2445.56 yuan/ton, down 8.16 yuan. The spread between tapioca starch and corn starch is 235 yuan/ton, up 29 yuan. The spread between corn starch and 30 - powder is - 12 yuan/ton, down 6 yuan [2]. 3.5 Upstream Situation - The predicted annual corn production in the US is 377.63 million tons, with a sown area of 33.55 million hectares; in Brazil is 126 million tons, with a sown area of 22.3 million hectares; in Argentina is 50 million tons, with a sown area of 6.4 million hectares; in China is 294.92 million tons, with a sown area of 44.74 million hectares; in Ukraine is 26.8 million tons [2]. 3.6 Industry Situation - Corn inventory in southern ports is 136.7 tons, up 6.3 tons; in northern ports is 484 tons, down 2 tons. The weekly inventory of starch enterprises is 141.2 tons, down 1.7 tons. The monthly import volume of corn is 18 tons, up 10 tons; the monthly export volume of corn starch is 23.72 tons, up 3.37 tons [2]. 3.7 Downstream Situation - The monthly output of feed is 2777.2 tons, down 66.4 tons. The processing profit of corn starch in Shandong is - 178 yuan/ton, down 27 yuan; in Hebei is - 97 yuan/ton, down 10 yuan; in Jilin is - 105 yuan/ton, unchanged. The inventory days of sample feed corn are 36.54 days, up 1.34 days. The consumption of deep - processed corn is 119.31 tons, down 0.52 tons [2]. - The operating rate of alcohol enterprises is 44.91%, up 1.3%; the operating rate of starch enterprises is 54.33%, down 1.55% [2]. 3.8 Option Market - The 20 - day historical volatility of corn is 6.71%, down 0.96%; the 60 - day historical volatility is 7.91%, unchanged. The implied volatility of at - the - money call options for corn is 10.77%, down 0.24%; the implied volatility of at - the - money put options is 10.77%, down 0.25% [2]. 3.9 Industry News - According to a survey by consulting firm Safras & Mercado, Brazil's corn output in the 2024/2025 season is expected to be 139 million tons, an increase of nearly 4 million tons from last month's forecast and higher than the 125.6 million tons in the 2023/24 season [2]. - As of the week ending June 1, 2025, the good - to - excellent rate of US corn was 69%, in line with market expectations, up from 68% the previous week and lower than 75% in the same period last year [2].

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - For corn, the US corn planting progress is good, but the excellent rate is lower than expected. The market is worried about the long - term import pressure. Domestically, in the Northeast, feed enterprises' purchasing enthusiasm is average, and market trading is light. In the North China and Huanghuai regions, the supply is relatively large, and the downstream demand is weak. The corn price is under pressure [3]. - For corn starch, under the influence of high raw material costs, large industry losses, and downstream demand being affected by substitutes, the industry's operating rate continues to decline. The spot price is relatively firm, but the actual digestion ability is limited, and the industry inventory remains high. The starch futures price has rebounded slightly recently, and short - term participation is recommended [3]. Summary by Directory Futures Market - Corn futures: The closing price of the active contract is 2332 yuan/ton, up 7 yuan; the monthly spread (9 - 1) is 105 yuan/ton, up 2 yuan; the open interest of the active contract is 1171400 lots, down 40541 lots; the net long position of the top 20 futures holders is - 88832 lots, up 3891 lots; the registered warehouse receipts are 216419 lots, down 680 lots; the basis of the main contract is 47.8 yuan/ton, down 5.24 yuan [2]. - Corn starch futures: The closing price of the active contract is 2676 yuan/ton, up 13 yuan; the monthly spread (7 - 9) is - 58 yuan/ton, up 2 yuan; the open interest of the active contract is 227282 lots, down 8079 lots; the net long position of the top 20 futures holders is - 5912 lots, down 3864 lots; the registered warehouse receipts are 25252 lots, unchanged; the basis of the main contract is 14 yuan/ton, down 13 yuan [2]. Outer - market - CBOT corn: The closing price of the active contract is 450.75 cents/bushel, down 7.5 cents; the total open interest is 1637956 contracts, up 48527 contracts; the non - commercial net long position is - 11552 contracts, down 29658 contracts [2]. Spot Market - Corn: The average spot price is 2379.8 yuan/ton, up 1.76 yuan; the FOB price at Jinzhou Port is 2320 yuan/ton, unchanged; the CIF price of imported corn is 2055.53 yuan/ton, down 7.55 yuan; the international freight of imported corn is 42 US dollars/ton, down 1 US dollar [2]. - Corn starch: The ex - factory quotes in Changchun, Weifang, and Shijiazhuang are 2690 yuan/ton, 2890 yuan/ton, and 2840 yuan/ton respectively, all unchanged [2]. Upstream Situation - The predicted annual corn production in the US, Brazil, Argentina, China, and Ukraine is 377.63 million tons, 126 million tons, 50 million tons, 294.92 million tons, and 26.8 million tons respectively, with no change in the sown area [2]. Industry Situation - Corn inventory: The inventory at southern ports is 130.4 tons, down 13.5 tons; the inventory at northern ports is 486 tons, down 9 tons; the monthly import volume is 18 tons, up 10 tons; the monthly export volume of corn starch is 23720 tons, up 3370 tons [2]. - Production and consumption: The monthly output of feed is 2777.2 tons, down 66.4 tons; the weekly consumption of deep - processed corn is 119.83 tons, up 1.28 tons; the weekly alcohol enterprise operating rate is 43.61%, up 1.46%; the weekly starch enterprise operating rate is 54.33%, down 1.55% [2]. Downstream Situation - The sample feed corn inventory days are 35.2 days, unchanged; the corn starch processing profits in Shandong, Hebei, and Jilin are - 151 yuan/ton, - 87 yuan/ton, and - 105 yuan/ton respectively, with changes of + 6 yuan/ton, - 4 yuan/ton, and - 15 yuan/ton [2]. Option Market - The 20 - day historical volatility of corn is 7.5%, down 0.92%; the 60 - day historical volatility is 8.07%, up 0.02%; the implied volatility of at - the - money call and put options is 10.78%, down 1% [2]. Industry News - As of May 25, the US corn planting progress in 18 states accounting for 92% of the national corn sown area is 87%, higher than the previous week's 78% and the five - year average of 85%. The excellent rate is 68%, lower than the analyst's expected 73% [2]. Key Points of Attention - Pay attention to the weekly consumption of mysteel corn and the operating rate and inventory of starch enterprises on Thursday and Friday [3].

弱，收购价格延续窄幅下调走势。盘面来看，前期连续下跌后，近日跌势略有放缓，短线参与为主。 | | 受到原料成本高企、行业亏损较大以及下游需求受到竞品替代玉米淀粉市场份额被挤占的影响下，行业开机率继续呈现下滑趋势。 | | --- | --- | | 观点总结（ | 在供应压力减弱下，玉米淀粉现货价格表现相对坚挺。但下游实际消化能力有限，以刚需采购为主，行业库存保持高位。截至5月2 | | 淀粉） | | | 重点关注 | 8日，全国玉米淀粉企业淀粉库存总量141.2万吨，较上周下降1.70万吨，周降幅1.19%，月增幅1.80%；年同比增幅34.48%。盘面 周四、周五mysteel玉米周度消耗以及淀粉企业开机、库存情况 | | | 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ | | | 来看，近期淀粉期价跌势放缓，短线参与为主。 | | | 研究员: 许方莉 期货从业资格号F3073708 期货投资咨询从业证书号Z0017638 | 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投 ...

玉米系产业日报 2025-05-22 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | 玉米淀粉期货收盘价(活跃合约):(日,元/ 期货收盘价(活跃合约):(日,元/吨) 玉米月间价差(9-1):(日,元/吨) | 2329 | 5 吨) | | 2656 | -3 | | | 7 玉米淀粉月间价差(7-9):(日,元/吨) | 105 | | | -84 | -5 | | 期货市场 | 期货持仓量(活跃合约):黄玉米(日,手) -1939 期货持仓量(活跃合约):玉米淀粉(日,手) | 1322541 | | | 246205 | 9681 | | | -12569 期货前20名持仓:净买单量:玉米淀粉(日, 期货前20名持仓:净买单量:玉米(日,手) | -113794 | | | -4675 | -1473 | | | 注册仓单量:黄玉米(日,手) -100 注册仓单量:玉米淀粉(日,手) | 211935 | 手) | | 26478 | -132 | | | 主力合约C ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Views of the Report - For corn, the domestic Northeast region's mid - month rotation acquisition by Sinograin supports the spot market, but increased auction supply, weakening futures, and compressed profits of deep - processing enterprises lead to a downward adjustment of purchase prices. In the North China and Huanghuai regions, new wheat harvesting and the price proximity of wheat and corn reduce corn demand. The corn futures price has recently declined and short - term trading is recommended [2][3]. - For corn starch, due to high raw material costs, large industry losses, and competition from substitutes, the industry's operating rate is decreasing. The spot price is relatively firm, but downstream demand is limited, and inventory remains high. The starch futures price has been weak recently, and short - term trading is also recommended [3]. 3. Summary by Related Catalogs 3.1 Futures Market - Corn futures closing price (active contract) is 2324 yuan/ton, up 12 yuan; corn starch futures closing price (active contract) is 2659 yuan/ton, down 79 yuan [2]. - Corn futures net long position of the top 20 holders is - 101225 hands, down 3202 hands; corn starch futures net long position of the top 20 holders is - 4035 hands, down 100 hands [2]. - Corn registered warehouse receipts are 212035 hands, down 100 hands; corn starch registered warehouse receipts are 26610 hands, down 10 hands [2]. - The spread between the main contracts CS - C is 391 yuan/ton, down 3 yuan [2]. 3.2 Outer - market Market - CBOT corn futures closing price (active contract) is 454.5 cents/bushel, up 7.5 cents; CBOT corn total weekly position is 1589429 contracts, up 40903 contracts [2]. - CBOT non - commercial net long position of corn is 18106 contracts, down 97793 contracts [2]. 3.3 Spot Market - The average spot price of corn is 2373.92 yuan/ton, down 1.28 yuan; the factory price of corn starch in Changchun is 2690 yuan/ton, up 20 yuan [2]. - The FOB price of corn in Jinzhou Port is 2310 yuan/ton, unchanged; the import CIF price of corn is 2077.38 yuan/ton, unchanged [2]. - The basis of the corn main contract is 49.92 yuan/ton, down 13.28 yuan; the basis of the corn starch main contract is 31 yuan/ton, up 17 yuan [2]. 3.4 Upstream Situation - The predicted annual corn production in the US is 377.63 million tons, unchanged; in Brazil is 126 million tons, unchanged; in China is 294.92 million tons, unchanged [2]. - The corn inventory in southern ports is 143.9 million tons, down 6.4 million tons; in northern ports is 495 million tons, down 13 million tons [2]. 3.5 Industry Situation - The monthly import volume of corn is 8 million tons, unchanged; the monthly output of feed is 2777.2 million tons, unchanged [2]. - The monthly export volume of corn starch is 20.35 thousand tons, down 0.93 thousand tons; the processing profit of corn starch in Shandong is - 147 yuan/ton, down 6 yuan [2]. 3.6 Downstream Situation - The weekly consumption of deep - processed corn is 118.55 million tons, down 3.42 million tons; the alcohol enterprise operating rate is 42.15%, up 0.93% [2]. - The starch enterprise operating rate is 55.88%, down 1.29% [2]. 3.7 Option Market - The 20 - day historical volatility of corn is 9.36%, down 0.19%; the 60 - day historical volatility of corn is 8.28%, down 0.11% [2]. - The implied volatility of at - the - money call options for corn is 10.93%, down 0.03%; the implied volatility of at - the - money put options for corn is 10.93%, down 0.02% [2]. 3.8 Industry News - From May 1 - 16, Brazil's corn export volume was 32,989 tons, higher than 2,863 tons a week ago and 413,374 tons in May last year [2]. - As of May 18, the US corn sowing progress in 18 states accounting for 92% of the national sowing area was 78%, compared with 62% last week, 67% in the same period last year, and a five - year average of 73% [2]. 3.9 Key Points of Attention - Pay attention to mysteel's weekly corn consumption, starch enterprise operating rate, and inventory data on Thursday and Friday [3].

玉米系产业日报 2025-05-20 | 项目类别 | 数据指标 环比 数据指标 | 最新 | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | -18 玉米淀粉期货收盘价(活跃合约):(日,元/ 期货收盘价(活跃合约):(日,元/吨) 玉米月间价差(9-1):(日,元/吨) -6 玉米淀粉月间价差(7-9):(日,元/吨) | 2312 93 | 吨) | 2656 -73 | -13 1 | | 期货市场 | 期货持仓量(活跃合约):黄玉米(日,手) 965 期货持仓量(活跃合约):玉米淀粉(日,手) | 1333456 | | 226955 | 2298 | | | 11752 期货前20名持仓:净买单量:玉米淀粉(日, 期货前20名持仓:净买单量:玉米(日,手) | -95683 | | 833 | 4277 | | | 注册仓单量:黄玉米(日,手) 0 注册仓单量:玉米淀粉(日,手) | 212135 | 手) | 26620 | 0 | | | 主力合约CS-C价差(日,元/吨) | 394 | -1 | | | | | 期货收盘价(活跃合 ...

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Views - **Corn**: The pressure on the import side has significantly decreased due to the unavailability of Brazil's second - crop corn, which is beneficial to the domestic corn market. However, the USDA's forecast of a large ending inventory of US corn in the 2025/26 season restricts market prices. In the domestic market, the supply situation varies by region. In the Northeast, the supply of grain from the grass - roots level is running out, and traders are holding grain firmly. In the North China and Huanghuai regions, the supply has increased, and the procurement of deep - processing enterprises is cautious. The spring sowing progress of new crops in some areas is slower than last year. The corn market is oscillating higher, and short - term participation is recommended [3]. - **Corn Starch**: The supply - demand situation of corn starch is weak, with the industry in deep losses. The operating rate of corn starch enterprises has decreased, and the supply pressure has declined. Although the raw material price is firm and the spot price of corn starch performs well, the downstream demand is poor, and the industry inventory remains high. The starch futures price continues to decline, and short - term participation is recommended [3]. 3. Summary by Directory 3.1 Futures Market - **Domestic Futures**: The closing price of the active contract of domestic corn futures is 2356 yuan/ton, up 12 yuan; the closing price of the active contract of corn starch futures is 2702 yuan/ton, down 71 yuan. The net long position of the top 20 futures holders of corn is - 157206 hands, and that of corn starch is 879 hands. The registered warehouse receipts of yellow corn are 201247 hands, and those of corn starch are 21368 hands. The CS - C spread of the main contract is 406 yuan/ton, down 9 yuan [2]. - **Foreign Futures**: The closing price of the active contract of CBOT corn futures is 442.5 cents/bushel, down 4.75 cents. The total position of CBOT corn is 1548526 contracts, up 4592 contracts. The non - commercial net long position of CBOT corn is 115899 contracts, down 59530 contracts [2]. 3.2 Spot Market - **Corn**: The average spot price of corn is 2373.33 yuan/ton, down 0.4 yuan. The flat - hatch price of corn at Jinzhou Port is 2320 yuan/ton, unchanged. The CIF price of imported corn is 2175.34 yuan/ton, down 0.88 yuan [2]. - **Corn Starch**: The ex - factory quotes of corn starch in Changchun, Weifang, and Shijiazhuang are 2670 yuan/ton, 2880 yuan/ton, and 2830 yuan/ton respectively, all unchanged. The basis of the main corn starch contract is - 34 yuan, up 31 yuan [2]. 3.3 Industry Situation - **Supply**: The inventory of corn in southern ports is 150.3 tons, down 14.8 tons; the inventory in northern ports is 508 tons, down 13 tons. The monthly import volume of corn is 8 tons, unchanged. The monthly export volume of corn starch is 20.35 tons, down 0.93 tons [2]. - **Demand**: The monthly output of feed is 2777.2 tons, down 66.4 tons. The consumption of deep - processed corn is 121.97 tons, down 2.15 tons. The operating rate of alcohol enterprises is 41.22%, down 4.12 percentage points; the operating rate of starch enterprises is 57.17%, down 5.74 percentage points [2]. 3.4 Key Information - As of May 11, the sowing progress of US corn in 18 states accounting for 92% of the national sowing area is 62%, higher than last week and last year's same period [2]. - As of May 10, the harvest progress of Brazil's first - season corn in the 2024/25 season is 77.6%, higher than last week and last year's same period [2]. - As of May 14, the total starch inventory of national corn starch enterprises is 142.1 tons, down 1.5 tons from last week, with a weekly decline of 1.04%, a monthly increase of 2.45%, and a year - on - year increase of 27.22% [3].

荡上涨。盘面来看，受现货走强提振，近期玉米震荡上涨，短线偏多参与为主。 | 观点总结（ | 近期玉米淀粉供需表现偏弱，行业利润持续亏损，玉米淀粉企业开机率下降，供应压力有所下滑。且由于原料价格上涨，玉米淀粉 | | --- | --- | | 淀粉） | 现货价格跟涨运行。但近期玉米淀粉下游需求不佳，叠加受到木薯淀粉替代影响，下游实际消化能力有限，行业库存保持高位。截 | | 重点关注 | 至5月7日，全国玉米淀粉企业淀粉库存总量143.6万吨，较上周增加6.00万吨，周增幅4.36%，月增幅3.53%；年同比增幅17.42% 周四、周五mysteel玉米周度消耗以及淀粉企业开机、库存情况，12日凌晨USDA月度供需报告 | | | 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ | | | 。盘面来看，近日淀粉期价随玉米震荡收涨，短线偏多参与为主。 | 玉米系产业日报 2025-05-07 | 项目类别 | 数据指标 最新 环比 数据指标 玉米淀粉期货收盘价(活跃合约):(日,元/ | | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期 ...