市场资讯： 本周二（1月13日），国内期市谷物板块大面积飘红，其中，早籼稻期货主力合约保持不变，截止发 稿，早籼稻主力合约报2500.00元/吨。 美国玉米主产州未来6-10日66.67%地区有较高的把握认为气温将低于正常水平，67%地区有较高的把握 认为降水量将接近正常水平。 美国农业部数据显示，本月2025/26年度美国玉米前景显示，产量增加，饲料及损耗用量上升，食品、 种子和工业用量减少，期末库存增加。 截至2025年12月1日，美国玉米库存总量为133亿蒲式耳，同比增加10%。其中农场库存量为87亿蒲式 耳，同比增加14%；非农场库存量为45.8亿蒲式耳，同比增加4%。玉米消费量为52.9亿蒲式耳，去年同 期为45.8亿蒲式耳。 据巴西农业部下属的国家商品供应公司CONAB，截至1月10日，巴西一茬玉米播种率为89.9%，上周为 88.3%，去年同期为87.1%，五年均值为85.7%；巴西玉米收割率为2.4%，上周为0.7%，去年同期为 2.3%，五年均值为4.2%。 ...

Core Insights - The domestic grain market showed a downward trend this week, with early indica rice futures remaining stable at 2500.00 yuan/ton as of the report time [1] Market Information - According to foreign media forecasts, U.S. corn export net sales for the 2025/26 marketing year are expected to be between 1.1 million to 2.1 million tons by the week ending October 23, 2025 [1] - The Mexican Agriculture Minister reported that corn prices in Mexico are declining due to oversupply, impacting local farmers [1] - Rabobank predicts that Brazil's corn export volume for the 2025/26 season will be approximately 37 million tons, a decrease of 5% year-on-year [1] - Data indicates that the total corn processing volume nationwide for the week of October 23-29, 2025, was 597,300 tons, an increase of 23,300 tons from the previous week [1]

Market Overview - The domestic grain market experienced a significant decline this week, with early indica rice futures remaining unchanged at 2500.00 CNY/ton as of the report [1] U.S. Corn Export Data - According to the USDA's export inspection report, the corn export inspection volume for the week ending August 28, 2025, was 1,407,050 tons, exceeding the high end of expectations, marking a 5% increase from the previous week and a 46% year-on-year increase [1] EU Corn Import Statistics - The European Commission reported that the corn import volume for the 2025/26 season reached 1.88 million tons as of August 31, compared to 3.76 million tons during the same period last year [1] U.S. Corn Crop Condition - The USDA's crop report indicated that the good-to-excellent rating for U.S. corn was 69% as of August 31, down from 71% the previous week and up from 65% the same time last year, aligning with market expectations [1] Brazil Corn Harvest Update - The Brazilian Ministry of Agriculture's National Supply Company (CONAB) reported that the second corn harvest completion rate was 100% as of August 30, up from 94.8% the previous week and compared to 97.0% last year, with a five-year average of 93.2% [1]