【二季度豆粕供应恢复节奏有望加快，豆粕价格或将承压运行】金十期货4月16日讯，4月16日，国家粮食交易中心计划拍卖62297吨进口大豆，实际成交数量为28152吨，成交标的主要分布在广西，山东，成交均价为3839元/吨。 当前美豆期价虽受制于关税政策影响，但因下一季度美豆种植面积预期减少以及种植成本支撑，美豆期价底部较为坚实。据各主产国大豆发船排船预估4-6月国内大豆到港量较多，各月份均在1000万吨之上。但当前各地区豆粕现货价格涨跌不一，主要因开机恢复差异不同，虽然有零星油厂开始恢复开机，但大多地区仍存在严重压车现象，豆粕现货供应偏紧张，下游部分饲料企业因担心后续供应问题，已经开始为五一假期备货，下游豆粕较低库存急需得到补充，同时为豆粕现货价格提供支撑。短期现货基差价格过高，预计呈现回调态势为主，二季度豆粕供应恢复节奏有望加快，豆粕价格或将承压运行。
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