{"commodity":{"标准名称":"豆粕","合约品种":"豆粕","交易代码":"M","交易所":"大商所","板块":"农产品/蛋白粕","一级产业链":"大豆进口/国产 → 压榨 → 豆粕 + 豆油 → 饲料 → 生猪/禽类/水产","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","国内关注":"进口大豆到港、压榨利润、油厂开停机、豆粕库存、基差、生猪存栏和饲料销量","国际关注":"巴西/美国/阿根廷天气和出口，USDA供需，南美收割，美豆出口销售，生物柴油政策","主要国家/地区":"巴西、美国、阿根廷、中国、欧盟、东南亚","代表企业/机构":"USDA、CONAB、Cargill、ADM、Bunge、Louis Dreyfus、COFCO、益海嘉里、九三粮油","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","新闻关键词":"soybean, soybeans, soybean meal, soymeal, crush, export sales, Brazil soybean, US soybean, biofuel","网站标签":"农产品,蛋白粕,大豆,饲料,生猪","source_urls":"https://apps.fas.usda.gov/psdonline/circulars/oilseeds.pdf; https://www.dce.com.cn/dceg/channel/list/423.html"},"match_terms":["豆粕","soymeal","soybean meal"],"latest_related_news":[{"id":3052041,"title":"Higher blending targets drive RIN prices close to record highs","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67765","summary":"Compliance credits for biomass-based diesel and ethanol have doubled in value since the start of this year. The credits, known as renewable identification numbers (RINs), have increased in price, mostly because of higher U.S. biofuel blending targets. The combination of high RIN prices and rising motor gasoline and diesel fuel prices has created an especially favorable market for producing and blending biofuels.","products":null,"published_at":"2026-06-10 09:00:00","collected_at":"2026-06-25 08:31:45","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:fuel；品种库:C:ethanol；品种库:M:biofuel；品种库:SR:ethanol；传导规则:原油/Brent/WTI上涨:gasoline；传导规则:原油/Brent/WTI上涨:diesel；传导规则:巴西/印度/泰国糖供应变化:ethanol","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"原油 / 农产品","affected_products":"原油 / 玉米 / 豆粕 / 白糖","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价；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；白砂糖/SR：核心驱动：巴西糖醇比、印度出口政策、泰国天气、国内广西/云南产量、进口利润、走私和储备；直接联动：原糖、乙醇、食品饮料、淀粉糖；间接联动：原油、巴西雷亚尔、厄尔尼诺/拉尼娜、海运、政策出口限制；原油/Brent/WTI上涨：原油 → 石脑油/PX/乙烯/丙烯/LPG → PTA/PVC/PE/PP成本；原油也通过乙醇比价影响白糖；巴西/印度/泰国糖供应变化：甘蔗天气/压榨/出口政策 → ICE原糖 → 国内进口利润和郑糖"},{"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"}]}