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美联储主席遴选完成11进5 黄仁勋再度减持英伟达|环球市场
Sou Hu Cai Jing· 2025-10-11 00:30
智通财经10月11日讯(编辑 史正丞)昨夜今晨,美股市场以一场突然爆发的暴跌结束了本周的交易。受到避险情绪传染,原油、有色、加密货币集体下 挫,贵金属短线拉升。 加密货币市场似乎也出现短线巨震引发的连锁爆仓。本周早些时候曾突破12.5万美元新高的比特币,日内跌幅一度超过12%。数据网站Coinglass显示,短短 一小时内有超过70亿美元的头寸被强平。 其他消息 【白宫启动政府停摆期大规模裁员】 白宫行政管理和预算办公室主任拉塞尔·沃特周五在社交平台上表示,联邦政府雇员裁减程序(RIFs)已正式启动。根据各联邦机构传出的消息,裁员通知 正席卷整个美国联邦政府,涉及美国卫生与公众服务部、教育部、商务部、财政部、国土安全部、住房与城市发展部以及环境保护署等。 【美联储主席遴选完成"11进5"】 最新消息显示,在一系列面试之后,美国财政部长斯科特·贝森特已将美联储主席候选名单从11人缩减至5人。据悉。剩下的五名候选人分别为现任美联储监 管副主席米歇尔·鲍曼、美联储理事克里斯托弗·沃勒、白宫国家经济委员会主任凯文·哈西特、前美联储理事凯文·沃什以及贝莱德全球固定收益首席投资官 里克·里德。 根据统计,美国标普500指 ...
CBOT农产品期货主力合约收盘全线下跌,小麦期货跌1.53%
Mei Ri Jing Ji Xin Wen· 2025-10-10 23:14
(文章来源:每日经济新闻) 每经AI快讯,当地时间10月10日,芝加哥期货交易所(CBOT)农产品期货主力合约收盘全线下跌,大 豆期货跌1.49%报1007.00美分/蒲式耳,玉米期货跌1.14%报413.50美分/蒲式耳,小麦期货跌1.53%报 498.75美分/蒲式耳。 ...
油料日报:花生上市节奏不一,区域价差扩大-20251010
Hua Tai Qi Huo· 2025-10-10 06:03
油料日报 | 2025-10-10 花生上市节奏不一,区域价差扩大 大豆观点 市场分析 期货方面,昨日收盘豆一2511合约3975.00元/吨,较前日变化+48.00元/吨,幅度+1.22%。现货方面,食用豆现货基 差A11+245,较前日变化-48,幅度32.14%。 市场资讯汇总:东北地区国庆期间新粮逐步增量,40左右蛋白毛粮收购价1.9元/斤,41蛋白1.95元/斤,低蛋白价格 1.8-1.85元/斤,据反映因天气影响今年蛋白含量偏低,但整体产量预计影响不大,单产或在350-400斤/亩区间,目 前下游需求表现一般,粮贸企业收购谨慎,优质资源较为抢手,普通豆价格表现一般。黑龙江哈尔滨市场国标一 等蛋白39%蛋白中粒塔粮装车报价2.11元/斤,较昨日平;黑龙江双鸭山宝清市场国标一等蛋白39%蛋白中粒塔粮装 车报价2.10元/斤,较昨日平;黑龙江佳木斯富锦市场国标一等蛋白39%蛋白中粒塔粮装车报价2.07元/斤,较昨日 平;黑龙江齐齐哈尔讷河市场国标一等蛋白41%蛋白中粒塔粮装车报价2.22元/斤,较昨日平;黑龙江黑河嫩江市 场国标一等蛋白41%蛋白中粒塔粮装车报价2.19元/斤,较昨日平;黑龙江绥化海伦市 ...
CBOT农产品期货主力合约收盘多数下跌,玉米期货跌0.83%
Mei Ri Jing Ji Xin Wen· 2025-10-09 22:15
(文章来源:每日经济新闻) 每经AI快讯,当地时间10月9日,芝加哥期货交易所(CBOT)农产品期货主力合约收盘多数下跌,大 豆期货跌0.75%报1021.75美分/蒲式耳,玉米期货跌0.83%报418.50美分/蒲式耳,小麦期货涨0.15%报 508.00美分/蒲式耳。 ...
美国政府停摆豆类延续节前交易逻辑
Bao Cheng Qi Huo· 2025-10-09 05:46
Report Industry Investment Rating No relevant content provided. Core Views of the Report - **Soybeans**: US soybean exports may continue to decline due to the impact of the Chinese market. The US government shutdown has increased market uncertainty, and the rapid progress of soybean harvesting has intensified supply pressure. Short - term US soybean futures prices remain in the same oscillation range. The domestic soybean supply is temporarily stable, and after the National Day holiday, attention should be paid to South American weather, Sino - US relations, domestic downstream inventory consumption, and restocking [3][47]. - **Soybean Meal**: The domestic supply pressure has not been resolved, and the negative basis of soybean meal has not been repaired. The two key variables are the shipping speed of Brazilian soybeans and the progress of Sino - US agricultural trade consultations. The short - term divergence between domestic and foreign soybean futures prices persists, and the mid - to long - term linkage may be restored if trade relations improve [4][49]. - **Rapeseed Meal**: Canadian rapeseed harvesting has increased supply pressure, and ICE rapeseed prices are under pressure. The mid - term core variable is the progress of trade negotiations. The short - term rapeseed meal futures prices may oscillate weakly, and after the National Day holiday, attention should be paid to domestic arrivals and inventory changes [6][49]. Summary by Relevant Catalogs 1 Market Review 1.1 Soybean Spot Prices Remain Stable - This week, the spot price of imported second - class soybeans in Zhangjiagang was 3,940 yuan/ton, unchanged from the previous week, and the spot price of domestic third - class soybeans in Nenjiang, Heilongjiang was 3,820 yuan/ton, also unchanged [10]. 1.2 Bean Futures Prices Oscillate Weakly - In the 40th week of 2025, bean futures prices oscillated weakly. As the National Day holiday approached, the trading volume and open interest of both bean one and bean two significantly decreased [12]. 2 Sino - US Meeting: Soybeans Become an Important Issue; South American Soybean Exports Accelerate 2.1 US Government Shutdown, USDA Reports Suspended; Sino - US Meeting: Soybeans Become an Important Issue - S&P Global Commodity Insights predicts that the average yield of US soybeans in 2025 will be 53.0 bushels per acre, with a production of 4.261 billion bushels. The US government shutdown has led to the suspension of USDA and CFTC reports. Trump announced a meeting with Chinese President Xi Jinping in four weeks, with soybeans as a core issue. However, it is difficult to change the situation of US farmers in the short term [23][24]. 2.2 Brazilian Soybean Sowing Accelerates; New - Season Yield Forecast Remains at a Record High - As of October 4, 2025, the sowing progress of Brazilian soybeans was 8.2%. The Brazilian National Supply Company predicts a 3.6% increase in soybean production to 177.67 million tons. StoneX forecasts a production of 178.6 million tons. The Rosario Grain Exchange raised the forecast of Argentine soybean production in the 2024/25 season to 49.5 million tons [25][26]. 2.3 South American Soybean Exports Accelerate; US Soybean Exports to China Remain Unimproved - In September, Brazilian soybean exports increased significantly compared to the same period last year. ANEC expects Brazilian soybean exports to reach a record 110 million tons this year. Argentina's soybean exports also increased, and during the tax - exemption period, a large amount of soybeans were registered for export to China. US soybean export inspection volume increased week - on - week but decreased year - on - year, and there were no exports to China last week [27][28][29]. 2.4 Soybean Arrival Pressure Persists; Oil Mills' Soybean Meal Inventory Pressure Remains - Tables show the cost and crushing profit of imported soybeans from the US West Coast, US Gulf Coast, Brazil, and Argentina. The arrival pressure of soybeans and the inventory pressure of soybean meal in oil mills still exist [31][37][40]. 3 Conclusion - **US Soybeans**: The USDA quarterly inventory report shows that the inventory as of September 1 was 316 million bushels, slightly lower than expected. Exports may continue to decline, and the government shutdown has increased uncertainty. The short - term futures price oscillation range remains unchanged [45]. - **Bean Two**: The domestic soybean supply is temporarily stable, and after the National Day holiday, attention should be paid to South American weather, Sino - US relations, domestic downstream inventory consumption, and restocking [47]. - **Bean One**: During the National Day, the harvest of new soybeans in Northeast China accelerated, increasing supply pressure and suppressing prices. The protein content of new soybeans is lower this year, and downstream procurement is cautious. Short - term prices may oscillate weakly [48]. - **Soybean Meal**: The domestic supply pressure has not been resolved, and the negative basis has not been repaired. The two key variables are the shipping speed of Brazilian soybeans and the progress of Sino - US agricultural trade consultations. The short - term divergence between domestic and foreign soybean futures prices persists [49]. - **Rapeseed Meal**: Canadian rapeseed harvesting has increased supply pressure, and ICE rapeseed prices are under pressure. The mid - term core variable is the progress of trade negotiations. Short - term futures prices may oscillate weakly, and attention should be paid to domestic arrivals and inventory changes [49].
弘业期货:十一假期综述宏观有色板块
Hong Ye Qi Huo· 2025-10-09 05:35
十一假期综述 宏观有色板块 【股指】 在国庆假期,市场表现引人瞩目,主要股指在假期前夕普遍上涨,其中 A 股市场更是展 现出强劲的增长势头,涨幅达到 6.7%,刷新了自 1987 年以来的高点。假期内,多项政 策利好消息持续释放。央行于10月9日将进行11000亿元的买断式逆回购,期限为三个 月,旨在维持市场流动性。此外,市场也对"十四五"资本市场规划的高质量实施寄予 厚望。预计在政策的引导和市场情绪的激励下,A 股市场将迎来增量资金的积极入场。 【铜】 【锌】 预计国内旺季需求不如预期,供应压力缓解有限,沪锌反弹高度有限。 国庆期间伦锌持续反弹突破前高。美元国庆早期连续几天弱势回落,海外锌库存持续回 落,伦锌持续走强。但近日美元再次转强,沪锌高位承压。国内锌矿加工费环比走弱, 但矿端供应仍偏宽松,国内锌供应压力仍较大,国内库存回落后仍在近年来相对高位。 【铅】 国庆期间伦铅冲高回落,呈宽幅震荡走势。伦铅库存回落,仍在近五年绝对高位。国内 再生铅利润修复,原生铅检修后逐步复产,整体铅供应压力加大。节前备货需求一般, 国内库存下降至低位,不过今年旺季需求并未有明显气起色。后期供应修复增加压力较 强,铅震荡偏弱。 ...
【环球财经】芝加哥农产品期价8日全线上涨
Xin Hua Cai Jing· 2025-10-09 00:46
当天,芝加哥期货交易所玉米市场交投最活跃的12月合约收于每蒲式耳4.22美元,比前一交易日上涨 2.25美分,涨幅为0.54%;小麦12月合约收于每蒲式耳5.07美元,比前一交易日上涨0.5美分,涨幅为 0.1%;大豆11月合约收于每蒲式耳10.3美元,比前一交易日上涨7.5美分,涨幅为0.73%。 新华财经纽约10月8日电(记者徐静)芝加哥期货交易所玉米、小麦和大豆期价8日全线上涨。 芝加哥期货交易所11月大豆期价当日突破20日、50日移动平均线,但止步于10.28美元阻力价位。当日 市场成交量平平,但是波动幅度较大。市场分析机构预计未来两天市场将持续大幅度波动。 美国能源信息署8日发布的数据显示,截至3日当周,美国乙醇产量为3.15亿加仑,高于前一周的2.93亿 加仑,较去年同期增长3%;乙醇库存为9.54亿加仑,较前一周下降200万加仑,但同比增长3%。 巴黎12月制粉小麦价格每吨上涨0.25欧元。俄罗斯现货小麦价格保持不变,每吨230美元。 天气预报显示,巴西中部地区雨水较多。10月12日马托格罗索州和南马托格罗索州将迎来持续阵雨,降 雨将持续至月底。巴西南部南里奥格兰德州和巴拉那州降雨将持续至10月 ...
【环球财经】芝加哥农产品期价7日涨跌不一
Xin Hua Cai Jing· 2025-10-08 02:21
新华财经纽约10月7日电(记者徐静)芝加哥期货交易所玉米、小麦和大豆期价7日涨跌不一。 当天,芝加哥期货交易所玉米市场交投最活跃的12月合约收于每蒲式耳4.2美元,比前一交易日下跌2美 分,跌幅为0.47%;小麦12月合约收于每蒲式耳5.07美元,比前一交易日下跌6美分,跌幅为1.17%;大 豆11月合约收于每蒲式耳10.22美元,比前一交易日上涨4.25美分,涨幅为0.42%。 玉米、大豆期价反弹再次在主要移动平均线附近停滞。由于美国出口需求即将出现季节性下降,且南半 球作物收割将于11月开始,小麦期货也难有起色。美国政府关门导致近期美国农业部作物生长、出口以 及最终单产数据发布延迟,市场成交量低迷。本周剩余时间,市场很可能呈现震荡走势。 由于11月至1月中国不会购买美国大豆,美国资产负债表依然沉重。市场分析机构不建议追逐日线走 势。 国际作物年度从10月1日开始,未来几周市场将密切关注世界玉米贸易。 巴西9月份大豆出口量为730万吨,高于去年同期的640万吨;玉米出口量为760万吨,高于去年同期的 640万吨。 天气预报显示,未来4-5天,美国平原南部和艾奥瓦州,威斯康星州将迎来降雨,新播种的硬红冬小麦 ...
【环球财经】芝加哥农产品期价3日涨跌不一
Xin Hua Cai Jing· 2025-10-04 01:23
新华财经纽约10月3日电(记者徐静)芝加哥期货交易所玉米、小麦和大豆期价3日涨跌不一。 当天,芝加哥期货交易所玉米市场交投最活跃的12月合约收于每蒲式耳4.19美元,比前一交易日下跌 2.75美分,跌幅为0.65%;小麦12月合约收于每蒲式耳5.15美元,比前一交易日上涨0.5美分,涨幅为 0.1%;大豆11月合约收于每蒲式耳10.18美元,比前一交易日下跌5.75美分,跌幅为0.56%。 新一轮投资在新月份/季度涌入芝加哥期货交易所 (CBOT) 农产品期货,预计下周初投资流将放缓,农 作物规模、产量将重新成为市场关注焦点。由于特朗普的贸易战,美国国会很难马上就向美国农民发放 100亿至140亿美元补贴达成一致。"特朗普钱"或在12月底或2026年到达美国农民手里。 美国农民大豆收割正在加速,预计下周末大豆收割完成。之后玉米收割将开始。 巴西农户下周大豆播种将加速。南美洲天气有利于农作物生长,让芝加哥期货交易所(CBOT)农产品 价格难以维持上涨势头。美国及全球小麦、玉米和大豆供应过剩,南美洲新作物上市也加剧了供应过 剩。市场分析机构建议价格上涨即卖出。 (文章来源:新华财经) ...
CBOT农产品期货主力合约收盘多数下跌,大豆期货跌0.66%
Mei Ri Jing Ji Xin Wen· 2025-10-03 23:02
(文章来源:每日经济新闻) 每经AI快讯,当地时间10月3日,芝加哥期货交易所(CBOT)农产品期货主力合约收盘多数下跌,大 豆期货跌0.66%报1017.00美分/蒲式耳,玉米期货跌0.53%报419.50美分/蒲式耳,小麦期货持平于514.75 美分/蒲式耳。 ...