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火热的中国经济在6月份以来终于在国家紧缩政策影响下出现降温迹象,从房地产市场到出口市场,从钢铁到高能耗高污染产品出口都出现回调迹象。而欧美国家受到希腊等国的债务危机影响均出现二次探底的迹象,这给流动性过剩的商品市场泼了一记凉水,作为经济风向标的原油价格也应声而下。对于玉米和大豆这两类大宗农产品,夏季的走势将会出现一定的分歧,由于美盘的定价能力毋庸置疑因此后期豆粕市场将在7～8月的天气炒作后一见分晓。目前由于生猪和肉禽市场局部出现利润好转的势头,需求继续下滑的局面得到遏制,因此长期的需求增长仍将是中国动力的源泉,但目前对于饲料原料可能还是宏观经济的二次探底影响更为广泛而直接。
The fiery Chinese economy finally showed signs of cooling under the influence of the national austerity policy since June, with signs of a pullback from the real estate market to the export market and from exports of steel to high-energy consumption and high-pollution products. The European and American countries are subject to the debt crisis of Greece and other countries have shown signs of the second dip, which gave a splash of cool water to the excess liquidity commodity markets, as the benchmark price of crude oil prices also come down. As for corn and soybeans, these two kinds of bulk agricultural products will have some differences in the summer trend. As the pricing power of the US market is beyond doubt, the soybean market in the latter part of the world will see the weather in the weather from July to August. At present, the long-term demand growth will continue to be the source of China’s dynamism due to the partial improvement in profitability in the live pigs and meat and poultry markets and the continued decline in demand. However, the current impact of feed ingredients on the macroeconomy may be even more affected For a broad and direct.