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随着美国农业部种植意向报告利多出台,由于南美减产和阿根廷罢工造成的大豆供给紧张再度升级,激励国内植物蛋白价格再度坚挺,也带动了动物蛋白市场的走强。玉米方面也不甘示弱,在国储强力收购的支持下,价格保持坚挺,并且随着华北市场的消耗短期可能会呈现阶段性紧张。在农产品一片上涨的呼声下,食品价格仍将会再上台阶,国内结构性通胀的预期十分强烈。但是对于农产品看涨的同时,需关注国家政策层面的一举一动对于市场的影响。
As the United States Department of Agriculture planting intentions report introduced more profits, due to reduced output in South America and the strike in Argentina caused by the renewed tension in soybean supply, encourage domestic vegetable protein prices firm again, but also led to a strong animal protein market. Corn is also to be outdone. With the support of the State Reserve’s aggressive acquisitions, the price has remained firm, and as the consumption in the North China market may shortly be staged. With the rise of agricultural products, the price of food will still reach a new high. The domestic structural inflation is expected to be very strong. But for bullish agricultural products, it is necessary to pay attention to the impact of every move at the national policy level on the market.