Agricultural Products Market - The national market price of edible agricultural products increased by 0.1% from the previous week [1] - The average wholesale price of 30 types of vegetables was 4.19 yuan per kilogram, rising by 2.4%, with spinach, cauliflower, and cucumber increasing by 24.5%, 16.9%, and 9.9% respectively [1] - Wholesale prices of grain and oil showed slight fluctuations, with rapeseed oil up by 0.1%, while soybean oil and rice prices remained stable, and flour and peanut oil decreased by 0.2% and 0.1% respectively [1] - Poultry product wholesale prices experienced minor fluctuations, with white strip chicken increasing by 0.3% and eggs decreasing by 1.0% [1] - Meat wholesale prices slightly declined, with pork at 20.31 yuan per kilogram, down by 0.2%, while lamb decreased by 0.1% and beef increased by 0.3% [1] - Wholesale prices of aquatic products decreased, with large yellow croaker, large hairtail, and crucian carp dropping by 1.1%, 0.8%, and 0.4% respectively [1] - Fruit wholesale prices saw a slight decline, with watermelon, pear, and grape prices falling by 4.0%, 2.2%, and 1.6% respectively [1] Production Materials Market - The wholesale prices of finished oil products slightly decreased, with 0 diesel, 95 gasoline, and 92 gasoline dropping by 0.5%, 0.4%, and 0.3% respectively [2] - Rubber prices showed a slight decline, with synthetic rubber and natural rubber decreasing by 0.7% and 0.2% respectively [2] - Steel prices predominantly decreased, with rebar, high-speed wire, and channel steel priced at 3452 yuan, 3639 yuan, and 3690 yuan per ton, down by 0.7%, 0.6%, and 0.3% respectively [2] - Prices of non-ferrous metals showed slight fluctuations, with copper down by 0.6%, while zinc and aluminum increased by 0.3% and 0.2% respectively [2] - Basic chemical raw material prices remained stable, with soda ash and polypropylene decreasing by 0.4% and 0.3%, while methanol remained unchanged and sulfuric acid increased by 0.1% [2] - Fertilizer prices remained stable, with urea and ternary compound fertilizer unchanged from the previous week [2] - Coal prices saw a slight increase, with coking coal, smokeless lump coal, and thermal coal priced at 976 yuan, 1135 yuan, and 761 yuan per ton, increasing by 1.8%, 0.5%, and 0.3% respectively [2]

Group 1: Pork Market - The average daily trading volume of pork reached 8,807 heads (675.56 tons), a week-on-week increase of 1.3% [1] - The average price of live pigs in Hangzhou was 16.28 yuan/kg, up 0.12% from the previous week [1] - The average wholesale price of pork was 19.2 yuan/kg, down 0.83% compared to the previous week [1] - Retail prices for various pork cuts showed mixed results, with pork loin at 35.66 yuan/kg down 0.53% and pork hind leg at 27.35 yuan/kg down 4% [1] Group 2: Vegetable Market - The average daily trading volume of vegetables was 3,925 tons, an increase of 4.46% week-on-week [2] - The overall average wholesale price of vegetables rose to 3.8 yuan/kg, an increase of 1.06% [2] - Significant price increases were noted for cauliflower at 4.09 yuan/kg (up 11.14%) and Chinese cabbage at 1.7 yuan/kg (up 7.59%) [2] - Retail prices for 28 monitored vegetable varieties showed 12 increases and 16 decreases, with an overall average of 9.58 yuan/kg, down 3.43% [2] Group 3: Aquatic Products Market - The total wholesale trading volume of aquatic products was 3,019.85 tons, with a daily average of 431.41 tons, down 8.28% [3] - The overall average wholesale price of aquatic products increased to 42.84 yuan/kg, up 1.69% [3] - Retail prices for monitored aquatic products showed 9 increases and 2 decreases, with an overall average of 63.52 yuan/kg, up 1.88% [3]

Core Insights - The average price of pork in China's wholesale market reached 20.67 yuan per kilogram as of August 6, marking a 1.7% increase from the previous day [1] - The average price of eggs was reported at 7.54 yuan per kilogram, showing a decrease of 0.8% compared to the previous day [1] Price Trends - Pork price increase: 1.7% rise to 20.67 yuan/kg [1] - Egg price decrease: 0.8% drop to 7.54 yuan/kg [1]

Group 1 - The average retail price of watermelons in South Korea has increased by 33.7% compared to the previous month and by 17.6% compared to the same period last year, primarily due to hot weather affecting growth and increased demand [2]. - The average price of a pack of 10 peaches is 21,133 KRW (approximately 109 RMB), showing significant increases both month-on-month and year-on-year [4]. - The price of cabbage, a key ingredient for kimchi in South Korea, is rising, which not only affects living costs directly but also has potential ripple effects on other sectors [4]. Group 2 - South Korea experienced one of the most severe heatwaves on record this summer, with the highest temperature reaching 33 degrees Celsius or higher on 15 days in July, significantly above the historical average of 3.4 days [4]. - In July, South Korea recorded 23 "tropical nights," where temperatures remained above 25 degrees Celsius from 6 PM to 9 AM the next day, marking the highest number since records began in 1973 [4]. - The South Korean government has announced plans to stabilize the market supply of major agricultural products in response to rising prices [4].

Group 1 - The extreme heat wave in South Korea has led to significant increases in the prices of agricultural products such as watermelon, tomatoes, peaches, and cabbage [2][4] - The average retail price of watermelon has reached 33,337 KRW (approximately 173 RMB), marking a 33.7% increase from the previous month and a 17.6% increase from the same period last year [2] - Tomato prices have surged to an average of 6,716 KRW (35 RMB) per kilogram, reflecting a nearly 70% increase from the previous month and over 42% from the same time last year [2] Group 2 - The average price for a pack of 10 peaches is 21,133 KRW (109 RMB), showing significant increases both month-on-month and year-on-year [2] - Cabbage prices have surpassed 6,000 KRW (31 RMB) per head, reaching 6,114 KRW (32 RMB), which is a 68% increase from the previous month and an 11.2% increase from last year [2] - The South Korean government plans to implement measures to stabilize the market supply of key agricultural products due to the impact of rising prices on living costs and potential chain reactions in other sectors [2]

Core Insights - The "Agricultural Products Wholesale Price 200 Index" increased to 112.92, up by 0.06 points from the previous day, indicating a slight rise in wholesale prices of agricultural products [1] - The "Vegetable Basket" product wholesale price index rose to 112.95, up by 0.07 points from the previous day, reflecting a similar trend in vegetable prices [1] Price Summary - The average wholesale price of pork is 20.45 yuan/kg, down by 1.1% from yesterday - Beef is priced at 63.97 yuan/kg, down by 0.2% - Mutton remains stable at 59.72 yuan/kg - Eggs are stable at 7.68 yuan/kg - Broiler chicken increased by 2.8% to 17.36 yuan/kg [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables is 4.41 yuan/kg, up by 0.2% - The average price of 6 monitored fruits is 7.04 yuan/kg, down by 0.7% [1] Fish Prices - The price of crucian carp is 22.69 yuan/kg, up by 2.8% - Carp is priced at 15.82 yuan/kg, up by 1.9% - White catfish is at 10.24 yuan/kg, down by 0.1% - Large hairtail is priced at 39.57 yuan/kg, down by 0.2% [1] Price Changes in Key Products - The top five price increases among 46 monitored fresh agricultural products are spinach (4.9%), rapeseed (3.5%), celery (3.2%), eggplant (2.8%), and broiler chicken (2.8%) - The top five price decreases are carrot (2.5%), pear (2.4%), onion (2.4%), pumpkin (1.5%), and white radish (1.3%) [1]

期货盯盘神器专属文章 CBOT农产品晚间分析：美豆失守10美元！技术图表全面破位，空头剑指年度低点9.71美元？当美国中 西部天气转干，这会是农产品价格反弹的"导火索"吗？ 相关链接 ...

1. Report Industry Investment Rating - The investment rating for both the bean meal and corn sectors is cautiously bearish [3][5] 2. Core Viewpoints of the Report - For the bean meal market, the new - season US soybeans are expected to have a good harvest despite a decrease in the sown area due to high yields. In China, the oil mills are in a state of inventory accumulation, while the breeding industry is in a seasonal consumption off - peak. The overall supply is relatively loose, and the spot price remains stable. However, the bean meal futures price rose last week under the influence of macro - sentiment. Attention should be paid to Sino - US trade policies and the growth of new - season US soybeans [2] - For the corn market, the trade inventory in China's main production areas has decreased after a wave of concentrated grain sales, and the available corn in the market has reduced. Feed enterprises have sufficient inventory and purchase on demand, and deep - processing enterprises also adjust their quotations slightly. The impact of import corn auction on prices has weakened [4] 3. Summary by Relevant Catalogs 3.1 Bean Meal Market News and Key Data - Futures: The closing price of the bean meal 2509 contract was 3025 yuan/ton yesterday, down 70 yuan/ton or 2.26% from the previous day. The closing price of the rapeseed meal 2509 contract was 2682 yuan/ton, down 76 yuan/ton or 2.76% from the previous day [1] - Spot: In Tianjin, the bean meal spot price was 2930 yuan/ton, down 70 yuan/ton; in Jiangsu, it was 2830 yuan/ton, down 70 yuan/ton; in Guangdong, it was 2850 yuan/ton, down 40 yuan/ton. The spot price of rapeseed meal in Fujian was 2630 yuan/ton, down 80 yuan/ton [1] - Market Information: Brazil's National Grain Exporters Association expects the soybean export volume in July 2025 to be 12.11 million tons, lower than the previous estimate and June's export volume but up 26% year - on - year [1] Market Analysis - The weather in the main US soybean - producing areas is favorable, and the new - season US soybeans are expected to have a good harvest. In China, the supply is loose, and the spot price is stable. The bean meal futures price was affected by macro - sentiment last week. Attention should be paid to Sino - US trade policies and the growth of new - season US soybeans [2] Strategy - The strategy for the bean meal market is to be cautiously bearish [3] 3.2 Corn Market News and Key Data - Futures: The closing price of the corn 2509 contract was 2318 yuan/ton yesterday, down 3 yuan/ton or 0.13% from the previous day. The closing price of the corn starch 2509 contract was 2669 yuan/ton, down 6 yuan/ton or 0.22% from the previous day [3] - Spot: In Liaoning, the corn spot price was 2150 yuan/ton, unchanged from the previous day. In Jilin, the corn starch spot price was 2740 yuan/ton, unchanged from the previous day [3] - Market Information: From July 1st to 20th, Russia's corn export volume was 273,000 tons, up 13% year - on - year. The number of export destinations decreased from 10 to 3, with Iran and Turkey as the main buyers [3] Market Analysis - In China, the trade inventory in the main production areas has decreased, and the available corn in the market has reduced. Feed enterprises and deep - processing enterprises purchase on demand, and the impact of import corn auctions on prices has weakened [4] Strategy - The strategy for the corn market is to be cautiously bearish [5]

Core Viewpoint - The article discusses the recent trends in livestock and agricultural product prices, highlighting the fluctuations in pig, chicken, rubber, corn, wheat, and soybean meal prices, along with the underlying supply and demand dynamics affecting these markets [3][4][5][6]. Livestock Prices - The average price of external three yuan pigs in China decreased to 14.27 yuan/kg, a week-on-week decline of 3.65%, while the price of 15 kg piglets increased slightly to 31.96 yuan/kg, up 0.22% week-on-week [3]. - The average weight of market pigs was reported at 128.83 kg, down 0.2 kg from the previous week, indicating a continued weak supply-demand balance in the market [3]. - The price of white feather broilers rose to 6.4 yuan/kg, a week-on-week increase of 2.56%, while chick prices surged to 1.37 yuan/bird, up 38.38% week-on-week, driven by seasonal demand for restocking [4]. Rubber Prices - Domestic natural rubber futures prices reached 14,840 yuan/ton, reflecting a week-on-week increase of 3.16%, supported by tight supply conditions due to ongoing rainy weather in Southeast Asia and recovering demand from the tire manufacturing sector [5]. Grain Prices - Corn prices averaged 2,405 yuan/ton, down 0.68% week-on-week, while wheat prices fell to 2,439.56 yuan/ton, a decrease of 0.24% [6]. - Soybean meal prices increased to 2,969.43 yuan/ton, up 1.87% week-on-week, driven by rising U.S. soybean futures prices despite ample domestic supply [6].

Group 1: Report Industry Investment Ratings - The investment strategy for both soybeans and peanuts is "Neutral" [4][6] Group 2: Core Views of the Report - The domestic soybean price oscillated recently. In the short - term, the gap in domestic soybean inventory supports price resilience, but the increase in imported soybean arrivals and weak demand for soybean meal limit the upside. In the long - term, the good weather in new - season soybean production areas and the global supply surplus will drag down the domestic price. Policy factors also affect the supply expectation, and the price will maintain a range - bound movement [3] - The domestic peanut price also oscillated. In the short - term, the low inventory of old peanuts and the tight supply of high - quality peanuts support the price, but the expected supply pressure in September and potential inventory pressure may affect the price. In the long - term, if there is no extreme weather in 2025, the new - season peanut supply will be abundant, and the support level may decline. There are also uncertainties such as weather, import arrivals, and the impact of soybean production on peanut prices [5][6] Group 3: Summary by Related Catalogs Soybean Market Analysis - Futures: The closing price of the soybean 2509 contract was 4111.00 yuan/ton yesterday, up 7.00 yuan/ton (+0.17%) from the previous day [1] - Spot: The basis of edible soybean spot was A09 + 189, down 7 (-32.14%) from the previous day [1] Market Information - On Tuesday, CBOT soybean futures closed lower, with the benchmark contract down 0.3%. As of the close, soybean futures fell between 2.75 and 10.25 cents. The prices of different contracts are as follows: July contract down 7.50 cents to 1024.25 cents/bushel; August contract down 10.25 cents to 1021.25 cents/bushel; November contract down 3.25 cents to 1017.50 cents/bushel [2] - On July 19, the prices of national standard first - class soybeans in various markets in Heilongjiang remained unchanged from the previous day [2] Supply and Demand Analysis - Short - term: There is a gap in domestic soybean inventory, but the increase in imported soybean arrivals (estimated at 9.5 million tons in July) and weak demand for soybean meal limit the upside [3] - Long - term: The good weather in new - season soybean production areas and the global supply surplus will drag down the domestic price, and the weak domestic food consumption also restricts the price increase [3] Policy Factors - Pay attention to the provincial reserve auction volume in July and the rotation rhythm of Sinograin. If the auction transaction rate exceeds 70%, it may strengthen the expectation of loose supply, but the purchase price of Sinograin provides some support [3] Peanut Market Analysis - Futures: The closing price of the peanut 2510 contract was 8176.00 yuan/ton yesterday, up 56.00 yuan/ton (+0.69%) from the previous day [4] - Spot: The average spot price of peanuts was 8900.00 yuan/ton, with no change from the previous day. The basis was PK10 + 24.00, down 156.00 (-86.67%) from the previous day [4] Market Information - The current prices of peanuts in different regions are as follows: Henan Zhengyang Baisha general rice is about 4.50 - 4.60 yuan/jin; Shandong Linyi Junan Haohua general rice is about 4.10 yuan/jin; Liaoning Changtu 308 general rice is about 4.50 - 4.60 yuan/jin; Xingcheng Huayu 23 general rice is about 4.50 yuan/jin; Jilin 308 general rice purchase price is about 4.50 - 4.60 yuan/jin [4] Supply and Demand Analysis - Short - term: The inventory of old peanuts is low, and the high - quality peanuts support the price. However, the delayed arrival of imported peanuts and the upcoming new - season peanuts may bring supply pressure in September, and the demand vacuum after the oil mills stop purchasing may also affect the price [5][6] - Long - term: If there is no extreme weather in 2025, the supply of new - season peanuts will be abundant, and the decrease in planting costs may lead to a downward shift in the support level [6] Uncertainties - The weather during the key growth period from April to July may cause yield fluctuations; the concentrated arrival of peanuts from Senegal after the port re - opens may overlap with the new - season peanuts; the bumper harvest of South American and North American soybeans may suppress the price of peanut meal and affect the peanut price [6]