全球大豆市场概况-周密

1、0CONFIDENTIAL. This document contains trade secret information. Disclosure, use or reproduction outside Cargill and inside Cargill, to or by those employees who do not have a need to know is prohibited except as authorized by Cargill In writing. (Copyright Cargill, Incorporated 2006. All rights rese

2、rved.) - 2009年10月全球大豆市场概况8/10/202218/10/20222PRODUCTION8/10/20223AREAYIELD8/10/20228/10/202258/10/202268/10/202278/10/202288/10/20229USASOUTH AMERICA8/10/202210USASOUTH AMERICA8/10/202211中国大豆进口 月度分布5，6，7月份的超量进口导致压榨利润持续恶化。但随着库存的消耗，利润会在9，10月份得到显著改善8/10/202212中国大豆进口 区域分布东北，华北以及福建地区是大豆进口量相比去年增加最多的区域13CO

3、NFIDENTIAL. This document contains trade secret information. Disclosure, use or reproduction outside Cargill and inside Cargill, to or by those employees who do not have a need to know is prohibited except as authorized by Cargill In writing. (Copyright Cargill, Incorporated 2006. All rights reserve

4、d.)市场预测一，近期有较强底部支撑8/10/202214本年度美国大豆销售进度远超往年8/10/202215美元近期有较大贬值压力 美元指数8/10/202216美元近期有较大贬值压力 黄金价格17CONFIDENTIAL. This document contains trade secret information. Disclosure, use or reproduction outside Cargill and inside Cargill, to or by those employees who do not have a need to know is prohibited

5、 except as authorized by Cargill In writing. (Copyright Cargill, Incorporated 2006. All rights reserved.)市场预测一，近期有较强底部支撑二，中远期有很大供给压力8/10/20221810月第一周本年度大豆销售年度装运量本年度往中国装运量10/6/200611115 2161 114.310/5/200710582 1811 172.610/3/200811044 880 175.610/2/200920619 1091 173.2美国大豆装运进度远低于销售进度，有利国产豆消耗，利空远期美国大豆需求8/10/202219南美大豆产量预期较大8/10/2