【群益獨家觀點】巴西準備砍伐森林種植黃豆
【經濟行事曆】
【農產品價格】
【黃豆：巴西準備砍伐森林種植黃豆】
1.巴西準備砍伐森林種植黃豆
據UkrAgro報導，巴西政府暫停了保護亞馬遜森林的協議以增加種植黃豆面積。此舉是在巴西主辦COP30氣候峰會前不大三個月做出的。環保組織表示，消費者和貿易商比往任何時候都更需要站出來反對巴西農業綜合企業集團，因為他們正在利用日益增長的政治權力來破壞過去在環境方面取得的成果。
2.美國黃豆生長情況良好
本週美國黃豆結莢進度達89%、落葉進度達4%，基本上與五年平均持平，生長情況良好。
美國黃豆結莢進度
|
州 |
截至 |
5年平均 |
||
|
2024 |
2025 |
|||
|
8月24日 |
8月17日 |
8月24日 |
||
|
Arkansas |
97% |
96% |
98% |
95% |
|
Illinois |
92% |
87% |
91% |
88% |
|
Indiana |
89% |
80% |
89% |
88% |
|
Iowa |
89% |
83% |
90% |
93% |
|
Kansas |
77% |
69% |
78% |
77% |
|
Kentucky |
84% |
71% |
79% |
79% |
|
Louisiana |
95% |
97% |
99% |
98% |
|
Michigan |
95% |
89% |
95% |
93% |
|
Minnesota |
87% |
84% |
93% |
94% |
|
Mississippi |
98% |
94% |
96% |
96% |
|
Missouri |
78% |
69% |
82% |
79% |
|
Nebraska |
95% |
80% |
89% |
94% |
|
North Carolina |
84% |
81% |
87% |
84% |
|
North Dakota |
75% |
87% |
94% |
89% |
|
Ohio |
95% |
87% |
92% |
90% |
|
South Dakota |
85% |
68% |
85% |
90% |
|
Tennessee |
91% |
76% |
86% |
86% |
|
Wisconsin |
89% |
81% |
86% |
89% |
|
18州平均 |
88% |
82% |
89% |
89% |
美國黃豆落葉進度
|
州 |
截至 |
5年平均 |
||
|
2024 |
2025 |
|||
|
8月24日 |
8月17日 |
8月24日 |
||
|
Arkansas |
32% |
16% |
23% |
17% |
|
Illinois |
5% |
0% |
2% |
1% |
|
Indiana |
6% |
0% |
2% |
3% |
|
Iowa |
0% |
0% |
0% |
0% |
|
Kansas |
2% |
0% |
1% |
3% |
|
Kentucky |
3% |
0% |
2% |
3% |
|
Louisiana |
39% |
40% |
58% |
37% |
|
Michigan |
3% |
0% |
0% |
2% |
|
Minnesota |
0% |
0% |
0% |
1% |
|
Mississippi |
37% |
27% |
39% |
25% |
|
Missouri |
4% |
0% |
1% |
1% |
|
Nebraska |
7% |
0% |
0% |
6% |
|
North Carolina |
2% |
5% |
10% |
3% |
|
North Dakota |
1% |
0% |
1% |
5% |
|
Ohio |
4% |
0% |
0% |
2% |
|
South Dakota |
1% |
0% |
2% |
8% |
|
Tennessee |
16% |
0% |
10% |
7% |
|
Wisconsin |
0% |
0% |
0% |
0% |
|
18州平均 |
6% |
0% |
4% |
4% |
黃豆日線圖
【小麥：美國春小麥收成進度穩定進行】
1.美國春小麥收成進度穩定進行
本週美國春小麥收成進度達53%、去年同期48%、五年平均54%，收成進度持續穩定進行。
美國春小麥收成進度
|
州 |
截至 |
5年平均 |
||
|
2024 |
2025 |
|||
|
8月24日 |
8月17日 |
8月24日 |
||
|
Idaho |
40% |
45% |
65% |
49% |
|
Minnesota |
51% |
49% |
73% |
59% |
|
Montana |
53% |
44% |
58% |
63% |
|
North Dakota |
40% |
24% |
40% |
43% |
|
South Dakota |
81% |
70% |
84% |
88% |
|
Washington |
72% |
45% |
74% |
65% |
|
6州平均 |
48% |
36% |
53% |
54% |
小麥日線圖
【玉米：美國玉米生長情況良好】
1.美國玉米生長情況良好
本週美國玉米凹粒進度達44%、成熟進度達7%，基本上與五年平均持平，生長情況良好。
美國玉米凹粒進度
|
州 |
截至 |
5年平均 |
||
|
2024 |
2025 |
|||
|
8月24日 |
8月17日 |
8月24日 |
||
|
Colorado |
19% |
6% |
7% |
21% |
|
Illinois |
59% |
34% |
59% |
50% |
|
Indiana |
40% |
20% |
34% |
34% |
|
Iowa |
43% |
27% |
45% |
48% |
|
Kansas |
62% |
37% |
56% |
57% |
|
Kentucky |
64% |
46% |
58% |
60% |
|
Michigan |
27% |
13% |
26% |
25% |
|
Minnesota |
17% |
14% |
28% |
30% |
|
Missouri |
73% |
50% |
66% |
67% |
|
Nebraska |
56% |
28% |
49% |
53% |
|
North Carolina |
87% |
88% |
89% |
85% |
|
North Dakota |
4% |
11% |
16% |
15% |
|
Ohio |
45% |
16% |
35% |
33% |
|
Pennsylvania |
19% |
5% |
11% |
14% |
|
South Dakota |
20% |
15% |
38% |
28% |
|
Tennessee |
77% |
66% |
81% |
72% |
|
Texas |
88% |
72% |
86% |
82% |
|
Wisconsin |
24% |
15% |
22% |
23% |
|
18州平均 |
44% |
27% |
44% |
44% |
美國玉米成熟進度
玉米日線圖
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