【豆粕：阿根廷洪灾支撑CBOT大豆期货小幅上涨】金十期货5月20日讯，尽管美国大豆出口销售不佳，但阿根廷布宜诺斯艾利斯省的洪灾可能导致2024/25年度大豆出现显著减产，支撑CBOT大豆期货小幅上涨。虽说中美贸易战暂时休战90天，但美国大豆在中国市场仍无成本优势，国内豆粕市场走出独立行情。随着近期到港的巴西大豆逐渐上量，且通关速度有所加快后工厂大豆库存继续增加，在工厂大豆周度压榨量逐渐恢复并攀升至200万吨后，预计豆粕产量继续增加。且因豆粕价格偏弱运行且后期供应更加偏松预期将限制下游需求端拿货，在工厂供应数量大于饲料养殖企业需求量的情况下，豆粕价格将继续维持偏弱运行行情。
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