农林牧渔行业周报:情绪与预期共振 豆粕偏强运行

国盛证券有限责...
Jun 15

本周热点:情绪与预期共振,豆粕偏强运行。6 月以来,CBOT 大豆与DCE豆粕表现强势,本周五CBOT 大豆收1068.5 美分/蒲,较月初上涨3.3%;DEC 豆粕收3041 元/吨,较月初上涨3.6%。从当前时点看,我们认为豆系主要的交易点围绕北美种植进展与国内供需两方面展开。种植方面,美豆种植进度快于去年同期,截止6 月8 日,美豆种植进度90%,环比前一周上升6pct,较去年同期快4pct...

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