20250630-财达期货-生猪_玉米周报_生猪偏强波动_玉米高位调整_7页_1mb

报告摘要

Futures Performance: Live pig futures showed strength, with LH2509 closing at 14005 yuan/ton, up 1.12% from the previous week's settlement.
Spot Market: National average price for outbred pigs increased to 14.53 yuan/kg, up 0.17 yuan/kg from the prior week. Breeding profit rose significantly to 50.25 yuan/head, while slaughterhouse operations saw less severe losses but still reported negative profit.
Market Factors: Prices supported by increased secondary breeding activities, limited supply from farms, and higher frozen product inventory. However, rising temperatures reduced consumption, leading to weaker demand acceptance. Short-term outlook is bullish due to reduced corporate outlay and breeding support, with a key resistance level at 14200 yuan/ton.

Futures Performance: Corn futures ended with a slight decline, C2509 closing at 2384 yuan/ton.
Spot Market: National average price increased to 2430.98 yuan/ton, while port-specific prices showed modest rises, such as at Jinhua Port and Qingdao Port.
Industrial Demand: Corn consumption at processing plants remained steady, but inventory levels decreased, indicating tight supply. Industry开机率 slipped due to regional differences, and policy grain sales (like import auctions) may exert downward pressure on prices.
Overall Outlook: High spot prices sustained by low supply and reduced inventory, but policy interventions could limit gains.

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