| | | | | 操作评级 | 2026年02月04日 | | --- | --- | --- | | 显一 | 女女女 | 杨蕊霞 农产品组长 | | 豆粕 | な☆☆ | F0285733 Z0011333 | | 豆油 | な☆☆ | 吴小明 首席分析师 | | | | F3078401 Z0015853 | | 標｜油 | ☆☆☆ | 董甜甜 高级分析师 | | 菜粕 | な☆☆ | F0302203 Z0012037 | | 菜油 | ☆☆☆ | 宋腾 高级分析师 | | 玉米 | な女女 | F03135787 Z0021166 | | 生猪 | な女女 | | | 鸡蛋 | ☆☆☆ | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 【豆一】 豆一震荡调整,本周政策端继续拍卖大豆,市场边际供应增加,成交价格偏强,国产大豆计划拍卖60608吨，全 部成交，底价4050元/吨,成交均价4298元/吨,溢价210-310元/吨。近期地缘与宏观风险事件比较集中，且方 向尚不明确,需要关注宏观对整体商品的引导。近期豆一也受到宏观因素的影响,波动性增 ...

Core Viewpoint - The article discusses the pressure on soybean and corn futures ahead of the USDA supply and demand report, questioning whether the market can find hope in export demand [1] Group 1: Market Analysis - Soybean and corn futures are facing downward pressure as the USDA supply and demand report approaches [1] - The market is looking for signs of recovery through potential export demand [1] Group 2: USDA Report Implications - The upcoming USDA report is critical for understanding supply and demand dynamics in the agricultural sector [1] - Market participants are closely monitoring the report for insights that could influence future pricing and demand trends [1]