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玉米:偏弱运行
Guo Tai Jun An Qi Huo· 2025-08-20 02:31
Report Industry Investment Rating - The industry investment rating for corn is "Weak operation" [3] Core Viewpoint - Corn is expected to run weakly, with a trend strength of 0, indicating a neutral to slightly bearish outlook [3][4] Summary by Relevant Catalogs Corn Fundamental Data - **Spot Prices**: Northeast acquisition average price and North China acquisition average price are not available; Jinzhou closing price is 2,310 yuan/ton; Guangdong Shekou price is 2,400 yuan/ton; Shandong corn starch price is 2,840 yuan/ton, all with no price change [1] - **Futures Prices**: C2509 closed at 2,242 yuan/ton yesterday, down 1.10%, and 2,236 yuan/ton in the night session, down 0.27%; C2511 closed at 2,170 yuan/ton yesterday, down 0.60%, and 2,165 yuan/ton in the night session, down 0.23% [1] - **Trading Volume and Open Interest**: C2509 trading volume was 124,972 lots yesterday, a decrease of 54,590 lots, and open interest was 257,404 lots, a decrease of 59,163 lots; C2511 trading volume was 353,719 lots yesterday, a decrease of 110,167 lots, and open interest was 925,944 lots, an increase of 29,682 lots; The entire corn market trading volume was 614,735 lots yesterday, a decrease of 203,317 lots, and open interest was 1,766,482 lots, a decrease of 4,839 lots [1] - **Warehouse Receipts**: The entire corn market had 113,481 warehouse receipts yesterday, a decrease of 16,946 lots [1] - **Price Spreads**: The main 11 - basis was 140 yuan/ton, and the 09 - 11 inter - period spread was 72 yuan/ton [1] Macro and Industry News - **Northern Corn Port Prices**: Northern corn port prices (listed) are 2,250 - 2,260 yuan/ton (14.5% moisture), down 20 yuan/ton from yesterday; container port prices are 2,300 - 2,350 yuan/ton [2] - **Guangdong Shekou Prices**: Guangdong Shekou bulk carrier prices are 2,370 - 2,390 yuan/ton, and container quotes are 2,450 - 2,470 yuan/ton, down 10 - 20 yuan/ton from yesterday [2] - **Northeast Enterprise Prices**: Northeast enterprise corn prices are weakly operating. Heilongjiang deep - processing dry grain acquisition prices are 2,200 - 2,270 yuan/ton; Jilin deep - processing corn mainstream acquisition prices are 2,200 - 2,260 yuan/ton; Inner Mongolia deep - processing corn mainstream acquisition prices are 2,280 - 2,360 yuan/ton [2] - **North China Prices**: North China corn prices rebounded slightly. Shandong deep - processing prices are 2,450 - 2,560 yuan/ton, ordinary livestock and poultry feed corn prices are 2,450 - 2,470 yuan/ton, pig feed corn prices are 2,470 - 2,500 yuan/ton; Henan prices are 2,450 - 2,550 yuan/ton; Hebei prices are 2,440 - 2,500 yuan/ton [2] - **Imported Grains**: Argentine sorghum (bulk) in Guangdong for September - October shipment is quoted at 2,120 yuan/ton; Australian sorghum for September shipment is quoted at 2,430 yuan/ton (limited quantity); Imported barley for October - November shipment is pre - sold at 2,100 - 2,150 yuan/ton; Imported barley for December - January shipment is pre - sold at 2,040 - 2,090 yuan/ton; Feed wheat for September delivery is priced at 2,510 yuan/ton [2]
玉米:弱势运行
Guo Tai Jun An Qi Huo· 2025-08-05 02:04
Report Industry Investment Rating - The investment rating for the corn industry is "Weak Operation" [1] Core View of the Report - The corn market is currently in a state of weak operation, with prices showing a downward trend in some areas and futures prices also experiencing declines [1][2] Summary by Relevant Catalogs Fundamental Tracking - **Spot Prices**: The northeast acquisition average price remained unchanged, the Jinzhou closing price decreased by 10 yuan/ton to 2,340 yuan/ton, the Guangdong Shekou price dropped by 10 yuan/ton to 2,410 yuan/ton, and the Shandong corn starch price stayed at 2,840 yuan/ton [1] - **Futures Prices**: The C2509 contract closed at 2,284 yuan/ton yesterday, down 0.52%, and the overnight session closed at 2,258 yuan/ton, down 1.14%. The C2511 contract closed at 2,227 yuan/ton yesterday, down 0.27%, and the overnight session closed at 2,215 yuan/ton, down 0.54% [1] - **Trading Volume and Open Interest**: The trading volume of C2509 decreased by 30,052 lots to 418,945 lots, and the open interest increased by 248 lots to 746,964 lots. The trading volume of C2511 increased by 20,022 lots to 144,735 lots, and the open interest increased by 21,791 lots to 529,034 lots. The total trading volume of the corn market decreased by 6,131 lots to 641,840 lots, and the total open interest increased by 31,421 lots to 1,649,471 lots [1] - **Warehouse Receipts**: The total number of corn warehouse receipts decreased by 500 lots to 152,541 lots [1] - **Price Spreads**: The basis of the main 09 contract was 56 yuan/ton, and the 09 - 11 inter - period spread was 57 yuan/ton [1] Macro and Industry News - **Corn Prices**: Northern corn port collection prices decreased by 10 yuan/ton, Guangdong Shekou bulk ship prices dropped by 10 yuan/ton, and prices in some northeast enterprises and North China showed a weakening trend [2] - **Substitute Prices**: The August shipment of Argentine sorghum in Guangdong was quoted at 2,120 yuan/ton, Australian sorghum at 2,430 yuan/ton, imported barley for August - September shipment was pre - sold at 2,160 yuan/ton, and for November - December shipment at 2,050 yuan/ton. Feed wheat for July delivery was quoted at 2,530 yuan/ton, and for August at 2,560 yuan/ton [2] Trend Intensity - The trend intensity of corn is 0 [3]
玉米:震荡调整
Guo Tai Jun An Qi Huo· 2025-06-25 01:57
Group 1: Investment Rating - The investment rating for the corn industry is "Oscillating adjustment" [1] Group 2: Core View - The report provides a comprehensive analysis of the corn market, including fundamental data, price trends, trading volume, and positions, as well as macro and industry news [2][3] Group 3: Summary by Directory 1. Fundamental Tracking - **Spot Prices**: The northeast purchase average price, Jinzhou closing price, and North China purchase average price remained unchanged, while the Guangdong Shekou price was 2,460 yuan/ton, also unchanged. The Shandong corn starch price was 2,840 yuan/ton, unchanged [2] - **Futures Prices**: C2507 closed at 2,359 yuan/ton, down 0.72%, and C2509 closed at 2,389 yuan/ton, down 0.95%. In the night session, C2507 closed at 2,351 yuan/ton, down 0.34%, and C2509 closed at 2,380 yuan/ton, down 0.38% [2] - **Trading Volume and Positions**: The trading volume of C2507 was 209,250 lots, an increase of 76,703 lots, and the position was 226,594 lots, a decrease of 89,775 lots. The trading volume of C2509 was 700,124 lots, an increase of 205,091 lots, and the position was 996,356 lots, an increase of 1,360 lots. The total trading volume of the corn market was 1,001,909 lots, an increase of 286,014 lots, and the total position was 1,732,124 lots, a decrease of 85,116 lots [2] - **Warehouse Receipts**: The total warehouse receipts of the corn market were 220,097 lots, an increase of 3,576 lots [2] - **Price Spreads**: The basis of the main contract 09 was -9 yuan/ton, and the 07 - 09 inter - period spread was -30 yuan/ton [2] 2. Macro and Industry News - **Corn Prices**: The northern corn collection port price was 2,330 - 2,350 yuan/ton (listed), an increase of 10 yuan/ton; the container collection port price was 2,370 - 2,390 yuan/ton, a decrease of 10 - 20 yuan/ton. The Guangdong Shekou bulk ship price was 2,440 - 2,460 yuan/ton, unchanged. The prices of northeast enterprises' corn were stable with an upward trend, while the North China corn prices decreased [3] - **Alternative Feed Prices**: The price of Argentine sorghum in Guangdong (bulk) for July - August shipments was 2,150 yuan/ton; the pre - sale price of imported barley for July - August shipments was 2,130 - 2,170 yuan/ton; the delivery price of feed wheat at the end of June was 2,530 yuan/ton [3] 3. Trend Intensity - The trend intensity of corn is 0, indicating a neutral trend [4]
市场监管总局:附加限制性条件批准邦吉全球有限公司收购蔚特有限公司股权
news flash· 2025-06-16 09:00
Group 1 - The State Administration for Market Regulation has approved the acquisition of equity in Witte Company by Bunge Global Limited with additional restrictive conditions [1] - Following the completion of the transaction, Bunge will hold 100% equity in Witte and will have sole control over it [1] - The concentration of operators is expected to have or may have effects of excluding or restricting competition in the markets for imported soybeans, barley, and canola seeds within China [1] Group 2 - The approval was granted based on the commitment plan submitted by the acquirer, which included additional restrictive conditions [1]