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如上月我们所料,7月份的农产品市场在经过7月初的调整后,迎来了一波中幅上扬,大豆从7月初的最低点到8月初的最高点上扬了9%,市场心理从月初看空转变为倾向看多。7月份农产品上扬的原因主要有:一是国内对通胀的忧虑增加;二是国内后期豆类存在供应偏紧的可能;三是对于国储大豆拍卖对市场的影响有了重新思考。
As we expected last month, the agricultural products market in July ushered in a wave of gains in July after a correction in early July. The soybean market soared 9% from the lowest level in early July to the highest level in early August, Bearish turn into a tendency to see more. The main reasons for the rise of agricultural products in July are as follows: First, domestic concerns about inflation are increasing; second, the possibility of tight supply of beans in the latter part of China; and third, rethinking the impact of the State-owned soybean auction on the market.