Group 1: Report Industry Investment Rating - No information provided Group 2: Core Views of the Report - As of the week ending September 3, the good-to-excellent rate of US soybeans was 65%, lower than the market expectation of 68%, and the pod-setting rate was 93%, with the good-to-excellent rate declining from a historically high level. The good-to-excellent rate of US corn was 69%, in line with market expectations, and the dough stage rate was 89%, with the good-to-excellent rate slightly decreasing [1]. - In the next two weeks, the temperature in the main production areas of US soybeans and corn will be slightly lower, but the lack of rain will gradually worsen, posing challenges to the growth of new-season crops. Soil moisture decreased week-on-week but was better than the same period last year [1]. - The overall weather in the US has shifted from a stable state to a dry one, and the good-to-excellent rates of both US soybeans and corn have declined. Continued observation of weather changes in the production areas is needed [1]. - The results of the US ProFarmer crop tour showed that the yield per unit of US soybeans and corn was predicted to be lower than the data in the August USDA monthly report but still at a record high. Attention should be paid to the data adjustment in the USDA September report next week [1]. Group 3: Summary According to Relevant Catalogs Soybean - The current good-to-excellent rate is 65%, the previous week was 69%, and the same period last year was 65% [1]. - The sowing rate (halted) is 96%, the previous week was 97%, and the same period last year was 96% [1]. - The emergence rate (halted) is 96%, the previous week was 98%, and the same period last year was 98% [1]. - The flowering rate (halted) is 95%, and the same period last year was 95% [1]. - The pod-setting rate is 93%, the previous week was 89%, and the same period last year was 94%, with a 5-year average of 94% [1]. Corn - The current good-to-excellent rate is 69%, the previous week was 71%, and the same period last year was 65% [1]. - The sowing rate (halted) is 97%, the previous week was 98%, and the same period last year was 96% [1]. - The emergence rate (halted) is 97%, the previous week was 98%, and the same period last year was 96% [1]. - The silking rate (halted) is 97%, and the same period last year was 98% [1]. - The dough stage rate is 89%, the previous week was 83%, and the same period last year was 90%, with a 5-year average of 91% [1].

金十数据整理：每日期货市场要闻速递（5月6日） 1. 据上海航运交易所数据，截至2025年5月5日，上海出口集装箱结算运价指数（欧洲航线）报1379.07 点，与上期相比跌3.5%。 4. 印尼能源部官员Edi Wibowo周一表示，截至4月24日，印尼今年生物柴油消费量为444万升。在1月至 3月期间，生物柴油消费量为320万升。印尼今年生物柴油的棕榈油强制掺混比例为40%，高于去年的 35%。 5. 据CONAB，截至5月3日，2024/25年度巴西大豆收割率为97.7%，上周为94.8%，去年同期为94.3%， 五年均值为96.3%。 6. 美国农业部（USDA）周二凌晨公布的每周作物生长报告显示，截至5月4日当周，美国大豆种植率为 30%，此前市场预期为31%，此前一周为18%，去年同期为24%，五年均值为23%；出苗率为7%，上年 同期为8%，五年均值为5%。 7. 印度矿业部表示，2024-25财年原铝产量从2023-24财年的41.6万吨增至42万吨；2024-25财年精炼铜产 量环比增长12.6%，从2023-24财年的50.9万吨增至57.3万吨。 2. 据Mysteel，2025年04月2 ...