-- 週四,生質燃料原料期貨價格在持續拋售中收低,此前有消息指出美國和伊朗即將達成和平協議。 芝加哥期貨交易所(CBOT)7月大豆期貨合約收跌0.21%,報每蒲式耳11.92美元;CBOT 7月豆油期貨合約收跌1.16%,每磅74.15美分。 週三,紐約商品交易所(Nymex)6月乙醇期貨合約收跌2.96%,每加侖1.97美元。 美國週四宣布,「自由計畫」(Project Freedom)將恢復在海空支援下引導商船通過霍爾木茲海峽。 DTN分析師雷特·蒙哥馬利表示,大豆市場連續第三個交易日下跌,但在試圖跌破7月期貨11.89美元的50日移動均線時獲得支撐。 「大豆市場將密切關注近期寒流可能對已出苗作物造成的霜凍損害報告。根據美國農業部統計,本周初大豆出苗率為13%。此外,除了下週的WASDE(世界農業供需報告)之外,川普總統計劃的訪華行程可能是近期市場最重要的事件,」蒙哥馬利在每日報告中表示。 截至4月30日當週,美國農業部報告稱,2025/26年度大豆出口銷量將增加520萬蒲式耳(約14.19萬噸),2026/27年度將增加20萬蒲式耳(約5,500噸)。 上週出口量為1950萬蒲式耳,高於美國農業部為實現2025/26年度15.4億蒲式耳的出口目標所需的每週1750萬蒲式耳。 2025-26年度大豆出口承諾總量為14.3億噸,比上年下降18%。
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