Group 1: Protein Meal - The CBOT soybean market was closed on Monday and resumed trading today, with domestic protein meal showing weak performance, particularly canola meal which dropped over 2% [2][10] - The improvement in China-Canada relations may lead to the reopening of canola seed imports, causing a decline in canola meal prices, with the market closely monitoring the pace of these imports [2][10] - Soybean meal is experiencing a trend of inventory reduction ahead of the holiday, with downstream purchasing and upstream price support, leading to a bearish outlook [2][10] Group 2: Oils - BMD palm oil remained nearly unchanged, pressured by Indonesia's cancellation of the B50 biofuel policy, although upcoming holiday demand provides some price support [3][11] - Domestic soybean oil and palm oil saw slight increases, while canola oil dropped nearly 1%, indicating a mixed market performance [3][11] - Total oil inventory is reported at 1.9854 million tons, a decrease of 1.45% month-on-month but an increase of 6.67% year-on-year, suggesting reduced inventory pressure [3][11] Group 3: Live Pigs - Live pig futures experienced volatility, with the main contract closing down 2.3% at 11,750 yuan/ton, alongside a decrease in open interest [4][12] - The average daily price of live pigs in China was reported at 13.26 yuan/kg, up 0.54 yuan/kg from the previous day, with regional price increases noted [4][12] - Southern regions show strong price support from farmers, while northern regions exhibit a reluctance to sell at lower prices, leading to a supply-demand standoff [4][12] Group 4: Eggs - Egg futures declined by 1.6%, closing at 3,023 yuan/500 kg, influenced by surrounding commodities [6][13] - The national average egg price was reported at 3.68 yuan/jin, with slight fluctuations in various regions, indicating stable demand [6][13] - Increased supply in the market may lead to potential short-term price corrections, while the narrowing of farming losses could impact long-term production capacity [6][13] Group 5: Corn - Corn futures faced downward pressure due to negative influences from surrounding commodities, with prices adjusting [7][14] - Prices in Northeast China remain stable, while the overall market sentiment is affected by weather conditions impacting transportation [7][14] - The market is seeing a slight increase in corn purchase prices due to processing companies raising their buying prices, although overall selling intentions remain low [7][14]

Group 1: Soybean and Protein Meal - CBOT soybean prices fell due to the USDA raising the 25/26 U.S. soybean production forecast to 4.262 billion bushels, up from 4.252 billion bushels in December, while lowering export estimates to 1.575 billion bushels from 1.635 billion bushels [2][8] - Domestic protein meal market is fluctuating as it awaits supply and demand report guidance, with active spot transactions and strong price support from oil mills and traders [2][8] - National soybean inventory increased while soybean meal inventory decreased, indicating a shift in market dynamics [2][8] Group 2: Palm Oil - BMD palm oil prices increased due to the realization of previously negative reports and positive export data, with MPOB reporting a 7.58% month-on-month increase in December palm oil inventory to 3.05 million tons, exceeding market expectations [3][9] - January 1-10 palm oil exports increased by 18% to 29.2%, with India showing the most significant increase while China’s imports declined [3][9] - Domestic oil prices rose, with palm oil leading the gains, while canola prices faced pressure due to potential policy changes from Canada [3][9] Group 3: Live Pig Market - Live pig futures for the 2603 contract experienced a slight decline of 0.3%, closing at 11,735 yuan per ton, with the national average price for external three-way pigs at 12.69 yuan per kilogram, showing a slight increase [4][6] - The market remains stable with regional price adjustments, particularly in Henan, where prices slightly decreased [4][6] - The breeding sector is tightening supply, supporting prices ahead of the holiday season, with expectations of a continued decline in production capacity [4][6] Group 4: Egg Market - The main 2603 egg contract saw a decline of 0.66%, closing at 3,020 yuan per 500 kilograms, while the average price for brown-shelled eggs in major production areas rose to 3.32 yuan per jin [10] - Market activity is normal with sufficient supply, indicating a rebound in spot prices despite the current cycle being at a low point [10] - Short-term futures are expected to continue rebounding before a slight correction, with attention on whether the main contract can break through long-term moving averages [10] Group 5: Corn Market - The main 2603 corn contract increased in volume and price, nearing the 2,300 yuan mark, driven by bullish sentiment [11] - The spot market is supported by pre-holiday stocking, although recent snowfall in Northeast China may affect supply [11] - Overall market activity is moderate, with stable prices in the sales regions and a diverse purchasing demand, while the pressure from imported corn and substitutes limits price increases [11]

将投中网设为"星标⭐"，第一时间收获最新推送 不过，他本人很快作出了澄清，表示"不是空仓了，作为一个满仓主义者，有了（一部分）空仓的意思"，而且结合此前的互动 可以推测，段sir目前的现金比例可能仍低于50%。 空仓，没清仓。 作者丨王满华 来源丨投中网 5G冲浪达人段sir又火了。 这次的起因是3月11日，他在雪球发帖称："终于来了，很少享受到空仓的快感，投资以来第一次！泡沫不破，投资难做"，随 即不少人将其解读成"段永平清仓美股"了。 过去两周美股的动荡大家有目共睹，市场大幅下跌之际，若真的空仓，本应该暗自窃喜，但他却公开发圈，这种行为无异 于"拉仇恨"，让众多美股投资者既羡慕又觉得可恶。 这下网友更是坐不住了，调侃他道："就连空仓也被重新定义了，50%仓位也可说成空仓"，甚至拿出几个月前他的那句"稳定 就是不稳定的意思"，统称为"文字艺术"。 其实也怨不得网友激动，就在段发帖的前一天（3月10日），美股刚刚遭遇了罕见的"黑色星期一"， 道琼斯指数跌近900点， 纳斯达克指数重挫4%。科技股更是重灾区，特斯拉暴跌15.43%，市值较去年高点已经腰斩，"七姐妹" 则一夜之间蒸发了7800 亿美元（约合人民币 ...