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1南北半球接连减产彻底打破大豆供需平衡拉尼娜气候造成南美产量预期由趋势增产转为严重减产,USDA将南美产量预估累计下调了2 310万t,幅度为17.2%。面对本已相对紧张的全球供求平衡表,USDA在3月底公布种植意向报告时又同比减少了1%的播种面积,令市场开始担心2012年全球大豆能否实现供求平衡。而真正促使美豆期价
1 The successive cuts in the northern and southern hemisphere have completely broken the balance between the supply and demand of soybeans. The La Niña climate has caused the production in South America to turn from the trend increase to the serious reduction. The USDA reduced its estimated output in South America by 23.1 million tons in total, which is 17.2%. Faced with the relatively tight global supply-demand balance, the USDA saw a year-on-year decrease in plantings of planting intentions at the end of March, causing the market to start worrying about the balance of supply and demand for global soybean in 2012. And really promote the US soybean price