{"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":10587214,"title":"US corn ending stocks up 35% from last year, soybean ending stocks down 3%","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"http://www-origin.nass.usda.gov/newsroom/2026/09-30-2026","summary":"Contact: nass-media@usda.gov US corn ending stocks up 35% from last year, soybean ending stocks down 3% (Washington, D.C., September 30, 2026) – Old crop corn stocks on hand as of Sept. 1, 2026, totaled 2.10 billion bushels, up 35% from Sept. 1, 2025, according to the U.S. Department of Agriculture’s National Agricultural Statistics Service (NASS) Grain Stocks report released today. Old crop soybeans stored in all positions were down 3% from Sept. 1, 2025, and all wheat stocks were down 13% from a year earlier. Of the total corn stocks, 787 million bushels were stored on farms, up 22% from last year. Off-farm stocks, at 1.31 billion bushels, were up 44% from a year ago. The June-August 2026 indicated disappearance was 3.20 billion bushels, compared with 3.09 billion bushels during the same period a year earlier. This report also contains revisions to the previous season’s production for corn and soybeans, which is normal for this time of year since the marketing year is complete. Pr...","products":null,"published_at":"2026-09-30 00:00:00","collected_at":"2026-11-04 07:47:54","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":6235870,"title":"Mexico Is Betting on Biofuel to Tackle Its Seaweed Crisis","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/Mexico-Is-Betting-on-Biofuel-to-Tackle-Its-Seaweed-Crisis.html","summary":"Over the past 15 years, Mexico has faced a severe seaweed problem, with vast quantities of a brown seaweed known as sargassum washing up on beaches along the Caribbean coast and hitting the tourism industry hard. Researchers are yet to find an effective way to prevent the seaweed from washing ashore or to effectively predict its movement. As the Mexican government attempts to manage the huge quantities of seaweed each year, researchers are exploring potential uses for the algae, such as biofuel or fertiliser. As much as 9,000 tons of seaweed is…","products":null,"published_at":"2026-08-15 10:00:00","collected_at":"2026-08-15 15:00:07","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:M:biofuel","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"农产品","affected_products":"豆粕","transmission_paths":"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"},{"id":10587219,"title":"Corn planted acreage down 3% from 2025, soybean acreage up 5% from last year","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"http://www-origin.nass.usda.gov/newsroom/2026/06-30-2026","summary":"Newsroom News Release Printable E-mail Contact: nass-media@usda.gov Corn planted acreage down 3% from 2025, soybean acreage up 5% from last year (Washington D.C., June 30, 2026) – The U.S. Department of Agriculture's National Agricultural Statistics Service (NASS) estimated 95.3 million acres of corn planted in the U.S. for 2026, down 3% from last year, according to the Acreage report released today. Soybean area planted is estimated at 85.4 million acres, up 5% from last year. Following up on the Prospective Plantings report released in March, NASS surveyed approximately 90,300 farm operators during the first two weeks of June to gather information on what farmers actually planted. Key findings released in the Acreage report include: Corn Growers expect to harvest 87.4 million acres of corn for grain, down 4% from 2025. Ninety-two percent of all corn acres planted in the United States are biotech varieties, down from 2025. Soybeans Soybean harvested area for 2026 is estimated at 84...","products":null,"published_at":"2026-06-30 00:00:00","collected_at":"2026-11-04 07:47:54","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":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":10587223,"title":"US farmers expect to plant less corn and more soybean acres","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"http://www-origin.nass.usda.gov/newsroom/2026/03-31-2026","summary":"Newsroom News Release Printable E-mail Contact: nass-media@usda.gov US farmers expect to plant less corn and more soybean acres (Washington D.C., March 31, 2026) – Producers surveyed across the United States intend to plant 95.3 million acres of corn in 2026, down 3% from last year, according to the Prospective Plantings report released today by USDA’s National Agricultural Statistics Service (NASS). Planted acreage intentions for corn are down in 37 of the 48 estimating states. Acreage decreases of 300,000 acres or more from last year are expected in Illinois, Iowa, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin. If realized, the area of corn planted in Nevada and Washington will be the largest on record, while Connecticut, Massachusetts, Pennsylvania, and Rhode Island will be the smallest on record. Soybean growers intend to plant 84.7 million acres in 2026, up 4% from last year. Acreage increases from last year of 300,000 or more are expected in Arkansas, Iowa, Ka...","products":null,"published_at":"2026-03-31 00:00:00","collected_at":"2026-11-04 07:47:55","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":10587232,"title":"US corn ending stocks down 13% from last year, soybean ending stocks down 8%","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"http://www-origin.nass.usda.gov/newsroom/archive/2025/09-30-2025","summary":"Newsroom News Release Printable E-mail Contact: nass-media@usda.gov US corn ending stocks down 13% from last year, soybean ending stocks down 8% WASHINGTON, Sept. 25, 2025 – Old crop corn stocks on hand as of Sept. 1, 2025, totaled 1.53 billion bushels, down 13% from Sept. 1, 2024, according to the U.S. Department of Agriculture’s National Agricultural Statistics Service (NASS) Grain Stocks report released today. Old crop soybeans stored in all positions were down 8% from Sept. 1, 2024, and all wheat stocks were up 6% from a year earlier. Of the total corn stocks, 643 million bushels were stored on farms, down 18% from last year. Off-farm stocks, at 888 million bushels, were down 10% from a year ago. The June-August 2025 indicated disappearance was 3.11 billion bushels, compared with 3.23 billion bushels during the same period a year earlier. This report also contains revisions to the previous season’s production for corn and soybeans, which is normal for this time of year since the...","products":null,"published_at":"2025-09-30 00:00:00","collected_at":"2026-11-04 07:47:56","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":10587236,"title":"USDA Forecasts US Corn Production Up, Soybean and Cotton Production Down from 2024","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"http://www-origin.nass.usda.gov/newsroom/archive/2025/09-12-2025","summary":"Newsroom News Release Printable E-mail Contact: nass-media@usda.gov USDA Forecasts US Corn Production Up, Soybean and Cotton Production Down from 2024 WASHINGTON, Sept. 12, 2025 – Corn production is up, while soybean and cotton production is down from 2024, according to the Crop Production report issued today by USDA’s National Agricultural Statistics Service (NASS). Corn production is up 13% from last year, forecast at 16.8 billion bushels; soybean growers are expected to decrease their production 2% from 2024, forecast at 4.30 billion bushels; cotton production is down 8% from 2024 at 13.2 million 480-pound bales. Planted and harvested acreage estimates for corn, cotton, and soybeans were reviewed again this month based on all available data, including the latest certified acreage data from the Farm Service Agency. As a result, area planted to corn is estimated at 98.7 million acres, up from the previous estimate; area planted to soybeans is estimated at 81.1 million acres, up fro...","products":null,"published_at":"2025-09-12 00:00:00","collected_at":"2026-11-04 07:47:56","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"农产品:corn；品种库:CF:cotton；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 / 棉花 / 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；棉花/CF：核心驱动：主产区天气、播种面积/单产、USDA供需、国内商业库存、纺织订单、进口利润、人民币汇率、运费；直接联动：棉纱、涤纶短纤、PTA、MEG、服装出口；间接联动：原油、美元、海运、宏观消费、关税/制裁；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":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"}]}