8月15日，国内期市谷物板块跌多涨少，玉米淀粉主力跌近1%。截至目前，玉米主力下跌0.77%，报 2190.00元/吨；粳米主力上涨0.03%，报3613.00元/吨；玉米淀粉主力下跌0.95%，报2620.00元/吨。 8月15日谷物期货价格行情 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | 粳米 | 3613.00 | 3615.00 | 3612.00 | | 玉米 | 2197.00 | 2202.00 | 2207.00 | | 玉米淀粉 | 2645.00 | 2648.00 | 2645.00 | 玉米期货仓单133480手，环比上个交易日增加1388手； 截止北京时间8月14日，基差数据显示：玉米品种合约出现'期现倒挂'(现货价格高于期货价格)现象。 商品名称 现货价格 合约 期货价格 基差 基差率 玉米 2320 2511 2207 113 4.87% 备注：基差=现货价格-期货价格。 8月14日，商品仓单数据显示： 玉米淀粉期货仓单7450手，环比上个交易日持平； ...

本周二（8月12日），大连粳米期货盘中高开低走。截止发稿，粳米主力合约报3613.00元/吨。 市场资讯： 乌克兰副经济部长：乌克兰将2025年谷物作物产量预测从之前的5400万吨上调至5600万吨；将2025年玉 米产量预期从之前的2600万吨上调至2800万吨。 据巴西农业部下属的国家商品供应公司CONAB，截至8月9日，巴西一茬玉米收割率为99.9%，上周为 99.8%，去年同期为100%，五年均值为100%；二茬玉米收割率为83.7%，上周为75.2%，去年同期为 94.7%，五年均值为84.3%。 美国农业部数据显示，截至2025年8月7日当周，美国玉米出口检验量为1491962吨，前一周修正后为 1284746吨，初值为1207642吨。2024年8月8日当周，美国玉米出口检验量为986232吨。本作物年度迄 今，美国玉米出口检验量累计为63127205吨，上一年度同期48943159吨。美国玉米作物年度自9月1日开 始。 ...

Market Overview - The main contracts in the futures market show a bearish sentiment, with 36 contracts rising and 41 contracts falling, indicating a concentration of trading activity in declining varieties [2] - The manufacturing sector in China has shown signs of recovery, with the Caixin China Manufacturing Purchasing Managers' Index (PMI) rising to 50.4 in June, up 2.1 points from May, indicating a return to expansion [9] Key Commodity Movements - The top gainers include the shipping index (up 7.80%), Shanghai gold (up 1.47%), and No. 20 rubber (up 1.15%), significantly influenced by supply and demand factors [4] - The largest declines were seen in industrial silicon (down 4.31%), glass (down 3.73%), and coking coal (down 3.32%), likely due to increased bearish pressure or negative fundamentals [4] Capital Flow Analysis - The most significant capital inflows were into Shanghai gold (CNY 2.902 billion), Shanghai copper (CNY 2.757 billion), and CSI 1000 (CNY 1.717 billion), indicating strong interest from major funds [6] - Conversely, the largest capital outflows were from CSI 500 (CNY -0.941 billion), CSI 300 (CNY -0.684 billion), and Shanghai silver (CNY -0.424 billion), suggesting a notable withdrawal of funds [6] Position Changes - Notable increases in open interest were observed in glass (up 10.37%), Shanghai gold (up 7.47%), and pulp (up 6.66%), indicating heightened trading activity and potential new capital inflows [8] - Significant decreases in open interest were noted in apples (down 4.76%), wire rods (down 7.69%), and short fibers (down 8.15%), suggesting a withdrawal of major funds [8] Industrial Insights - Industrial silicon production in June increased by 6.5% month-on-month but decreased by 27.7% year-on-year, with a cumulative decline of 17.8% in the first half of 2025 [10][11] - The glass industry is expected to reduce production in July by nearly 5% due to increased losses, despite a slight increase in production in June [15] Future Outlook - The industrial silicon market is facing a slowdown in demand from its three main downstream industries, suggesting a bearish outlook for the medium to long term [20] - The coking coal market is expected to experience fluctuations, with supply pressures easing as production resumes in certain regions [22] - The glass market continues to face high inventory levels and weak demand, with prices likely to follow cost fluctuations [23]