The United States Agricultural report effects on soybean meal will happen-jcuv是什么车

What is the impact of the US agricultural report on soybean meal? Sina fund exposure platform: letter Phi lag false propaganda, performance is lower than the same product for a long time, how to buy the fund was pit? Click on [I want to complain], Sina help you expose them! Recently in the supply and demand of soybean meal and soybean before the report was released out of the wave of the rally, driven by the spot inside, outside the strong export support, the rebound will continue next Monday, the supply and demand report which will affect the market, this is what we are most concerned about. I think this week rally will still continue to go, the main reason is the Labor Day holiday on Monday, USDA export sales report will be released on Friday, U.S. soybean prices support, but the impact of the trend after the report by the USDA supply and demand Monday, may will have a new change, should pay attention to the supply and demand report carryover and yield adjustment below, or short term factors analysis. The US is still strong export old released Tuesday weekly export report shows, when the weekly inspection of 1 million 232 thousand and 700 tons of soybean, significantly higher than the test last week, can be expected to export data will give very good export sales report this Friday, estimated at 1 million 500 thousand tons of the left and right, this is a very strong support for U.S. soybean prices. Since July, U.S. soybean exports have been eye-catching performance, near the new listing, the performance is more strong, reflecting the global market demand for soybean and dependence. According to the United States before the current export rate will be exceeded USDA8 month old export forecast of 51 million 170 thousand tons, which will result in a further decline in old carryover stocks, in September supply and demand report should be reflected. This week the Labor Day holiday, export sales report will be released this Friday night at 8:30, the U.S. soybean prices rise time and space more fully. USDA supply and demand report September Beijing time on September 12th (Monday) 24:00USDA will release the September supply and demand report, this report has two points, the new season soybean yield adjustment and final inventory changes, yield prospects before the most influential is the prediction of USDA8 and Pro Farmer supply and demand report are 48.9 and 49.3 bushels a acre yield. It is understood that the soybean grain filling period the weather is full with rainfall, high yield in sight, the analysis of the mechanism of global analysts recently on the new season of September USDA supply and demand report either yield collective prediction, prediction value of up to 50.1 bushels of acres, a minimum of 47.5 bushels of acres, average of 49.2 bushels of acres, overall the prediction results are relatively stable, if the final report estimates at 50 bushels of acres within, it is difficult to reflect the bad. The old stock, carryout reduce almost certainly, decrease with the increase of stock yield, value determines the nature of both long and short of the report, if the report and forecast are similar, the report itself will affect the time shortened, soybean yield after landing the supply side pressure in the market will reflect. Domestic soybean meal supply and demand is tight in the short run

此次美农报告对豆粕的影响会怎样? 新浪基金曝光台:信披滞后虚假宣传,业绩长期低于同类产品,买基金被坑怎么办?点击【我要投诉】,新浪帮你曝光他们!   近日豆粕及美豆在供需报告发布前走出一波反弹行情,内盘由现货带动,外盘获得强劲出口的支撑,反弹是否会持续,下周一的供需报告对市场会有哪些影响,这是我们目前最为关注的。笔者认为本周反弹行情还是会继续走,主要原因是本周一劳工节休市,USDA出口销售报告将于周五发布,支撑美豆价格,但之后的走势受周一的USDA供需报告的影响,可能将会有新的变化,应关注供需报告结转库存及单产调整,下面还是就短期影响因素进行一下分析。         美豆旧作出口依然强劲   本周二发布的周度出口检验报告显示,当周检验123.27万吨大豆,检验量大幅高于上周,可以预期本周五的出口销售报告将会给出非常好的出口数据,预估在150万吨左右,这对美豆期价是一个非常有力的支撑。从7月份以来,美豆出口一直表现抢眼,临近新作上市,其表现更为强劲,反映出全球市场对美豆的需求及依赖度。按照美豆旧作目前的出口速度,会超额完成USDA8月份的旧作出口预估5117万吨,同时会带来旧作结转库存的进一步下降,在9月份供需报告中应该会有所体现。本周由于劳工节休市一天,出口销售报告将于本周五晚8:30发布,使美豆期价上涨空间和时间更充分。         关注USDA 9月供需报告   北京时间9月12日(下周一)24:00USDA将发布9月份的供需报告,此份报告有两大看点,新季美豆单产调整及期末库存变化,在之前的单产预估中最具影响力的是USDA8月供需报告和Pro Farmer分别给出的48.9和49.3蒲式耳 英亩的单产预估。据了解,美豆灌浆期内天气较为配合,降雨充分,丰产在望,近日全球各分析机构的分析师对9月份USDA供需报告中新季美豆单产进行了集体预测,预测值最高为50.1蒲式耳 英亩,最低为47.5蒲式耳 英亩,均值为49.2蒲式耳 英亩,总体看预测结果相对较稳,若报告最终预估数据在50蒲式耳 英亩以内,就难以体现利空性。库存方面,旧作结转库存降低基本可以确定,产量的增加与库存的降低,两者的数值大小决定了这份报告的多空性质,若报告与预测相差不大,那报告本身的影响时间将会缩短,美豆丰产落地后供应端的压力在市场上才会体现。         国内豆粕供需短期偏紧   据了解,9、10月份我国进口大豆供应可能偏紧,国内部分油厂也做出了停机计划,其中广东地区停机现象较为明显,油厂挺价心理较强,豆粕现货价格明显强于期货价格,并有带着期货价格走高的趋势,不过短期国内大豆供应紧张的问题是可以解决的,有港口大豆和国储大豆拍卖对其进行补充,缺豆的影响预计不可持续。在需求方面,每年8-11月份需求将季节性增加,主要涉及节前畜禽育肥问题,目前饲料企业已经开始备货,未执行合同数量大量增加。数据显示,截止到9月6日当周,沿海油厂豆粕未执行合同量为413.18万吨,环比增加82.88万吨,增幅巨大,这使得油厂豆粕库存得以消耗,不过备货相当于透支后期需求,短期来看会提振豆粕价格,但随着中秋节及冬季南方腊肉制作周期到来,畜禽类肉食应该会集中出栏,四季度豆粕需求必然会有所回落。   综合来看,目前国内豆粕供需大面儿并没有发生实质性改变,只是9月份豆粕供应有趋紧的预期,美豆真正上市后还是偏向于走弱,不这短期会受美豆出口及豆粕双节备货支撑或继续小幅反弹,但反弹高度不可过分看高,在报告发布前,应谨慎对待,关注本周五国储大豆拍卖、周五晚出口销售报告及下周一的USDA月度供需报告情况。(特约撰稿人瑞杰,文章来自农产品期货网独家原创) 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: