一、市场淡化南美运力紧张,对北美天气和播种开始敏感根据3月28日美国农业部公布的季度库存报告和种植面积意向报告显示,截止到2013年3月1日,美国玉米库存总量为54亿蒲式耳,虽然这个数据低于去年同期的60.23亿蒲式耳的水平,仍为近15年来同期供应最紧张的状况,但是这个预测值却远远高于市场预期的50.13亿蒲式耳的水平。美国2013年玉米种植面积为 First, the market played down the tension in South America, North American weather and sowing sensitive According to March 28, the United States Department of Agriculture released quarterly inventory reports and planting area intentions report shows that as of March 1, 2013, the total US stocks of corn 5.4 billion bushels. Although this figure is lower than the level of 6.023 billion bushels in the same period of last year, it is still the most intense supply in the same period in the past 15 years, but this forecast value is much higher than the market expectation of 5,013 million bushels. US corn acreage in 2013 was