大宗商品研究所 农产品研发报告 第二部分 行情研判 玉米： 美玉米种植进度加快，美玉米偏弱，中美关税降低，美玉米继续探底。中国对美 玉米回到 15%关税，配额内共计 26%关税，对美国高粱共计 22%关税，国外玉米进口利 1 / 5 锦州港平舱价 元 吨 研究员：刘大勇 玉米淀粉日报 2025 年 6 月 10 日 玉米淀粉日报 第一部分 数据 | 玉米&玉米淀粉数据日报 | | | | | | | | 2025/6/10 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期货盘面 | | | | | | | | | | 期货 | | 收盘价 | 涨跌 | 涨跌幅 | 成交量 | 增减幅 | 持仓量 | 增减幅 | | C2601 | | 2286 | 13 | 0.57% | 28,671 | 45.27% | 77,021 | 8.82% | | C2505 | | 2303 | 16 | 0.69% | 1,988 | -22.01% | 5,698 | 13.82% | | C2509 | | 2404 | 19 | 0.79% | ...

Group 1 - The spot price of corn starch in Changchun, Jilin, is reported at 2730.00 CNY/ton, which is 54.00 CNY/ton higher than the futures main price of 2676.00 CNY/ton [1] - The futures market for corn starch closed at 2676.00 CNY/ton on May 29, with an increase of 0.83%, reaching a high of 2679.00 CNY/ton and a low of 2657.00 CNY/ton, with a trading volume of 101,623 contracts [2] - As of May 23, the operating rate of starch enterprises is at 55.88%, with inventories higher than last year and increasing losses for enterprises [4] Group 2 - According to Nanhua Futures research, transactions in the North China region are sluggish, primarily driven by downstream demand, with market negotiations being the main transaction method [5] - In South China, corn starch transaction prices are highly variable, with significant fluctuations in transactions, and a strong competitive bidding situation for Northeast supplies expected in the short term [5] - The industry is experiencing a continuous decline in operating rates, although there is a slight decrease in inventory due to improved downstream demand for starch sugar, while production remains in a loss-making zone [5]