{"commodity":{"标准名称":"黄大豆1号","合约品种":"豆一","交易代码":"A","交易所":"大商所","板块":"农产品/大豆","一级产业链":"国产非转基因大豆 → 食品加工/压榨 → 豆制品/豆粕豆油","核心驱动":"东北天气、国产大豆面积/单产、收储政策、进口大豆价差、食品豆需求、农户售粮","国内关注":"黑龙江/内蒙古产区天气，国产豆拍卖/收储，蛋白豆需求，贸易商库存","国际关注":"巴西/美国/阿根廷大豆供给影响进口大豆价格，间接影响国产豆替代和压榨利润","主要国家/地区":"中国、巴西、美国、阿根廷、加拿大、俄罗斯","代表企业/机构":"USDA、CONAB、北大荒、九三粮油、益海嘉里、中储粮、COFCO","直接联动":"豆粕、豆油、进口大豆、菜粕、玉米","间接联动":"生猪饲料、天气、汇率、贸易政策、食品消费","新闻关键词":"soybean, non-GMO soybean, China soybean, Heilongjiang, soybean imports, crush, soy food","网站标签":"农产品,国产大豆,食品豆,油脂油料","source_urls":"https://apps.fas.usda.gov/psdonline/circulars/oilseeds.pdf; https://www.dce.com.cn/dceg/"},"match_terms":["黄大豆1号","豆一","大豆","黄大豆"],"latest_related_news":[{"id":44521,"title":"USDA Forecasts U.S. Corn Production Up and Soybean Production Down from 2024","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"https://www.nass.usda.gov/Newsroom/2025/08-12-2025.php","summary":"– The Crop Production report issued today by USDA’s National Agricultural Statistics Service (NASS) forecasted corn production up from 2024 and soybean production down from last year. Corn production is up 13% from last year, forecast at 16.7 billion bushels; soybean growers are expected to decrease their production 2% from 2024, forecast at 4.29 billion bushels.","products":null,"published_at":"2025-08-12 04:00:00","collected_at":"2026-05-09 05:15:07","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"农产品:corn；品种库:C:corn；品种库:C:USDA；品种库:M:soybean；品种库:A:soybean；传导规则:南美大豆/玉米天气异常:corn；传导规则:美国作物带天气/USDA报告:USDA","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 生猪 / 种植","info_topics":"农产品","affected_products":"农产品 / 玉米 / 豆粕 / 豆一","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；玉米/C：核心驱动：东北天气与售粮节奏、USDA供需、进口谷物、饲料需求、深加工开机、临储/拍卖政策；直接联动：淀粉、乙醇、DDGS、豆粕、菜粕、小麦、生猪；间接联动：原油/乙醇利润、天气、汇率、海运、政策拍卖；豆粕/M：核心驱动：巴西/美国大豆产量出口、中国买船、到港量、油厂压榨、豆粕库存、养殖利润；直接联动：黄大豆1号、豆油、菜粕、玉米、生猪、鸡蛋；间接联动：原油/生物柴油、美元、海运、贸易谈判、天气；黄大豆1号/A：核心驱动：东北天气、国产大豆面积/单产、收储政策、进口大豆价差、食品豆需求、农户售粮；直接联动：豆粕、豆油、进口大豆、菜粕、玉米；间接联动：生猪饲料、天气、汇率、贸易政策、食品消费；南美大豆/玉米天气异常：巴西/阿根廷天气 → 大豆/玉米产量出口 → 中国到港与油厂压榨 → 豆粕菜粕玉米联动；美国作物带天气/USDA报告：USDA/WASDE/出口销售/天气 → 全球供需预期 → 国内进口成本与情绪"},{"id":44523,"title":"Corn planted acreage up 5% from 2024, soybean acreage down 4% from last year","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"https://www.nass.usda.gov/Newsroom/2025/06-30-2025.php","summary":"– The U.S. Department of Agriculture's National Agricultural Statistics Service (NASS) estimated 95.2 million acres of corn planted in the United States for 2025, up 5% from last year, according to the Acreage report released today. Soybean area planted is estimated at 83.4 million acres, down 4% from last year.","products":null,"published_at":"2025-06-30 05:50:00","collected_at":"2026-05-09 05:15:07","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"农产品:corn；品种库:C:corn；品种库:M:soybean；品种库:A:soybean；传导规则:南美大豆/玉米天气异常:corn；传导规则:美国作物带天气/USDA报告:acreage","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 生猪 / 种植","info_topics":"农产品","affected_products":"农产品 / 玉米 / 豆粕 / 豆一","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；玉米/C：核心驱动：东北天气与售粮节奏、USDA供需、进口谷物、饲料需求、深加工开机、临储/拍卖政策；直接联动：淀粉、乙醇、DDGS、豆粕、菜粕、小麦、生猪；间接联动：原油/乙醇利润、天气、汇率、海运、政策拍卖；豆粕/M：核心驱动：巴西/美国大豆产量出口、中国买船、到港量、油厂压榨、豆粕库存、养殖利润；直接联动：黄大豆1号、豆油、菜粕、玉米、生猪、鸡蛋；间接联动：原油/生物柴油、美元、海运、贸易谈判、天气；黄大豆1号/A：核心驱动：东北天气、国产大豆面积/单产、收储政策、进口大豆价差、食品豆需求、农户售粮；直接联动：豆粕、豆油、进口大豆、菜粕、玉米；间接联动：生猪饲料、天气、汇率、贸易政策、食品消费；南美大豆/玉米天气异常：巴西/阿根廷天气 → 大豆/玉米产量出口 → 中国到港与油厂压榨 → 豆粕菜粕玉米联动；美国作物带天气/USDA报告：USDA/WASDE/出口销售/天气 → 全球供需预期 → 国内进口成本与情绪"},{"id":44531,"title":"US farmers expect to plant more corn and less soybean acres","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"https://www.nass.usda.gov/Newsroom/2025/03-31-2025.php","summary":"Producers surveyed across the United States intend to plant 95.3 million acres of corn in 2025, up 5% from last year, according to the Prospective Plantings report released today by USDA’s National Agricultural Statistics Service (NASS).","products":null,"published_at":"2025-03-31 18:30:00","collected_at":"2026-05-09 05:15:08","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"农产品:corn；品种库:C:corn；品种库:M:soybean；品种库:A:soybean；传导规则:南美大豆/玉米天气异常:corn","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 生猪 / 种植","info_topics":"农产品","affected_products":"农产品 / 玉米 / 豆粕 / 豆一","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；玉米/C：核心驱动：东北天气与售粮节奏、USDA供需、进口谷物、饲料需求、深加工开机、临储/拍卖政策；直接联动：淀粉、乙醇、DDGS、豆粕、菜粕、小麦、生猪；间接联动：原油/乙醇利润、天气、汇率、海运、政策拍卖；豆粕/M：核心驱动：巴西/美国大豆产量出口、中国买船、到港量、油厂压榨、豆粕库存、养殖利润；直接联动：黄大豆1号、豆油、菜粕、玉米、生猪、鸡蛋；间接联动：原油/生物柴油、美元、海运、贸易谈判、天气；黄大豆1号/A：核心驱动：东北天气、国产大豆面积/单产、收储政策、进口大豆价差、食品豆需求、农户售粮；直接联动：豆粕、豆油、进口大豆、菜粕、玉米；间接联动：生猪饲料、天气、汇率、贸易政策、食品消费；南美大豆/玉米天气异常：巴西/阿根廷天气 → 大豆/玉米产量出口 → 中国到港与油厂压榨 → 豆粕菜粕玉米联动"},{"id":44537,"title":"Corn production down, soybean production up in 2024","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"https://www.nass.usda.gov/Newsroom/2025/1-10-2025.php","summary":"Corn production declined, while soybean production increased from last year, according to the 2024 Crop Production Annual Summary released today by the U.S. Department of Agriculture’s National Agricultural Statistics Service.","products":null,"published_at":"2025-01-10 17:00:00","collected_at":"2026-05-09 05:15:09","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"农产品:corn；品种库:C:corn；品种库:M:soybean；品种库:A:soybean；传导规则:南美大豆/玉米天气异常:corn","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 生猪 / 种植","info_topics":"农产品","affected_products":"农产品 / 玉米 / 豆粕 / 豆一","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；玉米/C：核心驱动：东北天气与售粮节奏、USDA供需、进口谷物、饲料需求、深加工开机、临储/拍卖政策；直接联动：淀粉、乙醇、DDGS、豆粕、菜粕、小麦、生猪；间接联动：原油/乙醇利润、天气、汇率、海运、政策拍卖；豆粕/M：核心驱动：巴西/美国大豆产量出口、中国买船、到港量、油厂压榨、豆粕库存、养殖利润；直接联动：黄大豆1号、豆油、菜粕、玉米、生猪、鸡蛋；间接联动：原油/生物柴油、美元、海运、贸易谈判、天气；黄大豆1号/A：核心驱动：东北天气、国产大豆面积/单产、收储政策、进口大豆价差、食品豆需求、农户售粮；直接联动：豆粕、豆油、进口大豆、菜粕、玉米；间接联动：生猪饲料、天气、汇率、贸易政策、食品消费；南美大豆/玉米天气异常：巴西/阿根廷天气 → 大豆/玉米产量出口 → 中国到港与油厂压榨 → 豆粕菜粕玉米联动"},{"id":44542,"title":"US corn production up while soybean production down from September","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"https://www.nass.usda.gov/Newsroom/2024/10-11-2024.php","summary":"According to the Crop Production report issued today by USDA’s National Agricultural Statistics Service (NASS), corn production is forecast at 15.2 billion bushels, up less than 1% from the previous forecast, but down 1% from last year; soybean growers are expected to increase their production 10% from 2023, forecast at 4.58 billion bushels.","products":null,"published_at":"2024-10-11 18:45:00","collected_at":"2026-05-09 05:15:09","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"农产品:corn；品种库:C:corn；品种库:M:soybean；品种库:A:soybean；传导规则:南美大豆/玉米天气异常:corn","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 生猪 / 种植","info_topics":"农产品","affected_products":"农产品 / 玉米 / 豆粕 / 豆一","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；玉米/C：核心驱动：东北天气与售粮节奏、USDA供需、进口谷物、饲料需求、深加工开机、临储/拍卖政策；直接联动：淀粉、乙醇、DDGS、豆粕、菜粕、小麦、生猪；间接联动：原油/乙醇利润、天气、汇率、海运、政策拍卖；豆粕/M：核心驱动：巴西/美国大豆产量出口、中国买船、到港量、油厂压榨、豆粕库存、养殖利润；直接联动：黄大豆1号、豆油、菜粕、玉米、生猪、鸡蛋；间接联动：原油/生物柴油、美元、海运、贸易谈判、天气；黄大豆1号/A：核心驱动：东北天气、国产大豆面积/单产、收储政策、进口大豆价差、食品豆需求、农户售粮；直接联动：豆粕、豆油、进口大豆、菜粕、玉米；间接联动：生猪饲料、天气、汇率、贸易政策、食品消费；南美大豆/玉米天气异常：巴西/阿根廷天气 → 大豆/玉米产量出口 → 中国到港与油厂压榨 → 豆粕菜粕玉米联动"}]}