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因俄烏緊張局勢升級,南美大豆主產區天氣乾旱,造成阿根廷、巴西和巴拉圭大豆產量遠遠低於最初預期,威脅全球大豆供應,提振大豆價格,CBOT大豆期貨價格上漲,創下九年來的最高水平。美豆大漲帶動豆粕成本上升,而油廠挺價惜售以及需方被動入市進一步強化市場看漲預期。豆粕強勢上漲,但高價豆粕能否持穩需要經受住需求端養殖虧損的考驗,預計豆粕延續偏強走勢。
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棉粕偏強有漲。近期豆粕走勢強勁,提振棉粕價格,原料棉籽價格高位續漲,棉油廠經營困境仍存,節後逐步開機棉油廠採購棉籽也已剛需為主,棉粕產出供應有限,不過高價抑制需求,下游飼企謹慎觀望,市場購銷相對清淡,預計短期內棉粕價格以偏強運行為主。
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近期歐美市場偏強震盪,10月乳清進口量環比下降,近日市場購銷放緩,窄幅整理。
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維生素A
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維生素E
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外三元毛豬
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今日豬價持續小幅偏弱為主,波動幅度不大,大部分地區價格逐漸趨穩,北方局部出現反彈跡象。市場需求疲軟,豬肉市場走貨緩慢,但適重生豬供應總體不足,供需博弈,近日豬價持續小幅震盪偏弱調整為主。預計下旬後段豬價仍有上漲機會,尤其是北方局部供應相對偏低的地區。3-4月隨各地豬肉收儲工作的陸續開啟,豬價總體看漲。
另外,2月22日中央一號文件發布,其中提到要穩定生豬生產長效性支持政策,穩定基礎產能,防止生產大起大落。而近日河南、四川、廣東陸續宣布,對3000頭以上的規模豬場實施掛牌調控,對能繁母豬存欄量和規模豬場保有量實行目標管理,四川省已經公布了2022年度國家級和升級生豬產能調控基地名單。
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今日雞蛋價格大致走穩,局部小漲。目前經產蛋雞存欄量仍處在相對低位,目前全國大部分地區氣溫依舊偏低,全國經產蛋雞產蛋率依舊偏低,雞蛋產量依舊相對較低,但目前貿易商及商超新增採購需求較平淡,終端市場需求恢復緩慢,預計本周蛋價總體走勢依舊偏弱運行,下半周或適度偏強。
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備註:每日行情匯總各品種報價截止時間為11:30,統計時間的不同會造成當日價格有小幅差異可能。
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