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一、基本观点二季度,内外盘豆类呈震荡上行的走势格局,其中油粕的强弱关系展现的淋漓尽致。随着USDA对南美大豆产量的不断调低,供需天秤也逐渐向需求方倾斜。USDA在5月供需中公布了2016/2017年度全球大豆的供需平衡状况,由于南美大豆产量的下调,使得新陈两个年度的供需均为偏紧的状态。可以说,豆类
First, the basic point of view In the second quarter, both inside and outside the disk of the upward trend of shock pattern, in which the relationship between the strength of the meal show the most vividly. With the USDA on the South American soybean production continued to decline, supply and demand scales also gradually to demand-side tilt. USDA announced the supply and demand balance of global soybean in 2016/2017 in May supply and demand. Due to the reduction of soybean production in South America, the supply and demand in the two new years are tight. It can be said that beans