一、基本观点随着南美丰产的预期越来越强烈,市场被利空的供需环境所笼罩,南美大豆创记录的产量格局将美豆压制在1000美分一线,美国大豆出口被削弱,且美国2017年大豆播种面积预计也上调,可以说供需基本面上似乎看不到能够令价格上行的题材。从当前盘面看,美盘似乎也跌不动了,这是种植成本在支撑价格,低于1000美分低位买盘也开始增加;目前临近南美大豆收割上市阶段,低价南美大豆对市场的冲击短 First, the basic view With the expected strong South American bumper crop, the market was overshadowed by the bad supply and demand environment, South America, a record soybean production pattern will suppress the US soybean at 1000 cents, the US soybean exports weakened, and the United States 2017 Soybean sown area is also expected to rise, it can be said that supply and demand fundamentals do not seem to be able to make the price upside theme. From the current disk, the US disk seems to have fallen still, which is the cost of planting in the support price, below 1,000 cents low buying also began to increase; near the South American soybean harvest stage, low-cost South American soybean impact on the market short