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1、0,CONFIDENTIAL. This document contains trade secret information. Disclosure, use or reproduction outside Cargill and inside Cargill, to or by those employees who do not have a need to know is prohibited except as authorized by Cargill In writing. (Copyright Cargill, Incorporated 2006. All rights res
2、erved.),- 嘉吉公司 周密 2009年10月,全球大豆市场概况,8/22/2020,Cargill Private and Confidential,1,8/22/2020,Cargill Private and Confidential,2,8/22/2020,Cargill Private and Confidential,3,8/22/2020,Cargill Private and Confidential,8/22/2020,Cargill Private and Confidential,5,8/22/2020,Cargill Private and Confidentia
3、l,6,8/22/2020,Cargill Private and Confidential,7,8/22/2020,Cargill Private and Confidential,8,8/22/2020,Cargill Private and Confidential,9,8/22/2020,Cargill Private and Confidential,10,8/22/2020,Cargill Private and Confidential,11,中国大豆进口 月度分布,5，6，7月份的超量进口导致压榨利润持续恶化。但随着库存的消耗，利润会在9，10月份得到显著改善,8/22/202
4、0,Cargill Private and Confidential,12,中国大豆进口 区域分布,东北，华北以及福建地区是大豆进口量相比去年增加最多的区域,13,CONFIDENTIAL. This document contains trade secret information. Disclosure, use or reproduction outside Cargill and inside Cargill, to or by those employees who do not have a need to know is prohibited except as authori
5、zed by Cargill In writing. (Copyright Cargill, Incorporated 2006. All rights reserved.),市场预测,一，近期有较强底部支撑,8/22/2020,Cargill Private and Confidential,14,本年度美国大豆销售进度远超往年,8/22/2020,Cargill Private and Confidential,15,美元近期有较大贬值压力 美元指数,8/22/2020,Cargill Private and Confidential,16,美元近期有较大贬值压力 黄金价格,17,CONF
6、IDENTIAL. This document contains trade secret information. Disclosure, use or reproduction outside Cargill and inside Cargill, to or by those employees who do not have a need to know is prohibited except as authorized by Cargill In writing. (Copyright Cargill, Incorporated 2006. All rights reserved.
7、),市场预测,一，近期有较强底部支撑,二，中远期有很大供给压力,8/22/2020,Cargill Private and Confidential,18,美国大豆装运进度远低于销售进度，有利国产豆消耗，利空远期美国大豆需求,8/22/2020,Cargill Private and Confidential,19,南美大豆产量预期较大,8/22/2020,Cargill Private and Confidential,20,？,巴西新作种植普遍提前，会增加二，三月份出口并影响同期美国需求,8/22/2020,Cargill Private and Confidential,21,CBOT 大豆玉米比价与种植面积变化,8/22/2020,Cargill Private and Confidential,22,谢 谢,
