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美大豆供应前景异常吃紧!CBOT大豆创一年多来最大涨幅_农业部_预期_我的网站

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原标题:美大豆供应前景异常吃紧!CBOT大豆创一年多来最大涨幅来源 | 财联社、oilcn油讯等美国农业部在周一(9月12日)发布的月度作物报告中下调了对美国大豆单产和产量的预测,令市场措手不及,并推高期货价格。最新供需预估月报显示,美国大豆产量前景异常悲观。    
A staff member demonstrates AIGC capabilities of Wukong image software at ZGC Science Fiction Industry Innovation Center in Shijingshan District, Beijing, capital of China, June 20, 2025. (Xinhua/Zheng Huansong)
    A staff member demonstrates AIGC capabilities of Wukong image software at ZGC Science Fiction Industry Innovation Center in Shijingshan District, Beijing, capital of China, June 20, 2025. (Xinhua/Zheng Huansong)China's premier digital publishing expo will open in late August, featuring for the first time an exhibition area highlighting the integration of traditional Chinese culture and online games.
The 16th China International Digital Publishing Expo will run from Aug. 27 to 29 in Jinan, capital of east China's Shandong Province, according to the expo's organizing committee on Monday.
In recent years, the popularity of homegrown games such as "Black Myth: Wukong" has demonstrated technological breakthroughs in China's gaming industry, while bringing traditional Chinese culture to life through creative transformation and innovative development.
In 2025, China's domestic gaming market generated actual sales revenue of over 350 billion yuan (about 52 billion U.S. dollars), up 7.68 percent year on year, with the number of users reaching 683 million, an increase of 1.35 percent from the previous year.
More than 500 exhibitors are expected at the expo, with delegations from 20 provincial-level regions across China and overseas participants from over 30 countries and regions, the organizing committee added.
The Chinese Academy of Press and Publication, which co-hosts the event, will unveil interim achievements in formulating industry standards for AI applications during the expo.
The expo will include one main forum, six thematic forums, and over 80 supporting activities, where attendees will discuss digital publishing, human-machine collaboration, interdisciplinary construction and global academic communication.
First held in 2005, the expo is a major platform aimed at promoting the development of the digital publishing industry.
。这一消息推升美国大豆期货上涨5.4%,创下一年多来的最大涨幅。受报告利好提振,今日(9月13日)国内油脂油料期货开盘全线大涨。美国农业部意外大幅下调大豆产量预期美国农业部的报告显示,由于干旱天气影响大豆作物生长,农业部此次意外大幅下调 2022-23年美国大豆产量和期末库存的预期。农业部在9月月报中写道:2022/2023年度大豆单产预期为50.5蒲式耳/英亩,较8月月报预期的51.9蒲式耳/英亩大幅下调,也低于市场预期的51.5蒲式耳/英亩。美国农业部还将美国2022/2023年度大豆期末库存预期下调至2亿蒲式耳,大幅低于市场预期的2.47亿蒲式耳,也较8月月报预期的2.45亿蒲式耳大幅下调。这一消息推动芝加哥11月大豆期货周一收涨5.4%,报每蒲式耳14.8825美元,为2021年6月底以来的最大涨幅,也是约11周以来的价格新高。“大豆今天抢了风头,”Teucrium Trading高级投资组合策略师杰克·汉利(Jake Hanley)表示,“目前的预期显示,大豆将连续第三个作物季节供不应求。”巴西也不乐观不仅美国的大豆产量前景不佳,大豆的最大生产国巴西的情况也不乐观。由于拉尼娜现象导致天气恶劣,而且这一恶劣天气可能会延续到明年,巴西部分地区的干旱预计将持续恶化,给当地大豆产量前景蒙上阴影。美国StoneX首席大宗商品经济学家阿兰·苏德曼(Arlan Suderman)周一表示,巴西仍能重建全球大豆供应。但前提是天气正常。如果拉尼娜继续影响大豆产量的话,要怎么办?这是终端用户现在必须担心的问题。”芝商所12月玉米期货也收涨1.6%,至每蒲式耳6.96美元,创下6月中旬以来新高。

二 | 美国农业部周一还发布了最新的每周作物状况报告,显示美国大豆和玉米的评级均略低于预期。美国农业部还将全球小麦产量预期上调了约400万吨,主要原因是俄罗斯和乌克兰的产量增加。这推动芝商所12月基准小麦价格继续走低。报告利多,上涨动力略显不足中粮期货分析师认为:本次USDA供需报告明显利多,美豆价格在报告发布后由1415美分左右的位置上涨至1485美分。美豆新作供应端的数据意外利多仍将在短期内拉高美豆价格,如果1500美分的位置被突破,价格可能继续上行。但美豆新作天气炒作已经完成,新作出口前景因南美大豆出口的竞争可能存在弱化的可能,价格因报告冲高之后的上涨动力略显不足。后期需要关注宏观美联储加息的情况,以及美豆新作出口的情况,巴西大豆的种植期也即将开始,种植面积的炒作也将逐渐提上日程,连续的拉尼娜天气是否会对新作南美大豆产生影响仍需等待。前海瑞奔稳定供应高性价比菜籽原油、菜粕、豆原油等,货源充足,符合国标,拥有国际第三方认证。更多合作方式与详情请关注VX(Ruiben168168),或致电0755-26901649。返回搜狐,查看更多责任编辑:

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