格隆汇10月29日｜美国总统特朗普表示，墨西哥领导人周二宣布的关税休战延期是一个积极举措，因为 该国已缴纳了大量关税，使美国受益。特朗普周三在空军一号上表示："我喜欢与墨西哥达成的延期协 议。"他刚结束对日本的访问，正前往韩国参加亚太领导人会议。"这项延期协议进展非常顺利。我们获 得了大量关税收入。他们支付了巨额资金。"特朗普回避了他认为将最后期限延长多久合适的问题，而 是表示，现有的关税税率足以帮助说服汽车公司将制造业迁回美国。特朗普发表讲话之前，墨西哥总统 周二表示，美国将把与墨西哥达成贸易协议的最后期限延长数周。这是特朗普对美国南部邻国及最大贸 易伙伴墨西哥实施的惩罚性出口关税的最新一次宽限。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：宋政 HN002） ...

Report Industry Investment Ratings - Douyi: ☆☆☆ [1] - Doupo: ☆☆☆ [1] - Douyou: ☆☆☆ [1] - Palm Oil: ☆☆☆ [1] - Caipo: ☆☆☆ [1] - Caiyou: ☆☆☆ [1] - Corn: ☆☆☆ [1] - Live Pigs: ☆☆☆ [1] - Eggs: ☆☆☆ [1] Core Views - In the agricultural product market, different varieties have different market trends and influencing factors. Short - term attention should be paid to weather and policy guidance. For some products, the market is in a state of shock or waiting for the situation to become clear, while for others, specific investment ideas are proposed [2][3][5] Summary by Related Catalogs Soybean (Douyi) - Domestic soybeans showed a trend of rising first and then falling today, but the price is still in a rebound state. A two - way auction will be held this Friday with a reserve price of 4,200 yuan/ton and a planned auction volume of 39,000 tons. Spot prices are relatively stable. In the next week, there will be more showers in Northeast China and northern North China, with cumulative precipitation 40% - 80% higher than the same period of the year, which is beneficial for soil moisture increase but may cause short - term waterlogging risks. For imported soybeans, the weather risk in the US soybean producing areas in the next 6 - 10 days is relatively low [2] Soybean & Doupo - The US Treasury Secretary said that China and the US will meet in Stockholm, Sweden, on Monday and Tuesday to discuss key issues such as the extension of the tariff "truce". As of the week ending July 20, the good - to - excellent rate of US soybeans was 68%, slightly lower than the previous week. In the next two weeks, there will be slightly less rainfall in the US soybean producing areas, and high - temperature weather is expected in the central and southeastern regions, bringing some uncertainties to the new - season US soybeans. Before the tariff and weather issues are clear, the Doupo market should be treated as a shock market [2] Douyou & Palm Oil - Today, the domestic palm oil main contract strengthened again, with a slight increase in positions and a price increase. The Douyou main contract mainly reduced positions, and the price fluctuated. Indonesia's GAPKI data showed a decline in the ending inventory in May due to increased export demand and decreased production. Although Malaysia's MPOA data showed a production increase, palm oil still performed strongly. Considering the long - term development trends of US and Indonesian biodiesel and the palm oil's entry into the production - reduction cycle in the fourth quarter, a strategy of buying on dips for Douyou and palm oil is maintained [3] Caipo & Caiyou - The Caixin market continued the pattern of strong Caipo and weak Caiyou, with a slight decline in positions. The weather in the Canadian rapeseed producing areas has improved, putting pressure on the rapeseed futures price. The supply side depends on the weather in July and August, with a relatively low probability of extreme risks. The rapeseed inventory of domestic coastal oil mills is still at a low level, and rapeseed imports are still cautious. The demand for Caipo has slightly improved, while Caiyou is in the off - season, and its inventory is still high, which may intensify the downward trend of the oil - meal ratio. It is recommended to wait and see in the short term [5] Corn - Recently, the auction of imported corn by Sinograin had a low transaction rate. As of the week ending July 20, the good - to - excellent rate of US corn was 74%, in line with market expectations, and the corn continued to grow well. The domestic corn market currently has no major contradictions, and the Dalian corn futures may continue to fluctuate weakly [6] Live Pigs - Affected by the news of a symposium held by the Ministry of Agriculture for 18 leading pig enterprises, the live pig futures market rose sharply today, with an increase of 20,000 lots in positions, and multiple far - month contracts hit the daily limit. The driving force for the rise comes from policy expectations. The spot market is weak. In the medium - to - long - term, the potential supply of the live pig market is sufficient. Attention should be paid to policy guidance [7] Eggs - The peak - season contracts of egg futures rose slightly, the off - season contracts were relatively weak, and the far - month contracts for next year were strong. Spot prices generally increased today. The egg spot price has entered the seasonal rebound stage, but attention should be paid to the pressure of cold - storage eggs leaving the warehouse. The price of small eggs is weak, and the pressure of newly - hatched chickens is increasing. The peak - season contracts still have support below, the off - season contracts are expected to be relatively weak, and the far - month contracts are expected to rise after capacity reduction. In the long - term, the egg price cycle has not bottomed out [8]