
比-1.7万吨,同比+65.62万吨;油厂大豆库存520.93万吨,环比-25.96万吨,同比+61.45万吨。开机不及预期,到港差,大豆库存下降。4月上旬到港偏紧,下旬到港不及预期,油厂开机率偏差,供应依然偏紧,转宽松预期尚未完全兑现。 豆粕库存周度下降 刚需释放:节前备货需求增加,豆粕刚需增加。截至4月24日当周,豆粕表观消费120.79万吨(周度+3.59万吨),近四周表需累计约450万
erseas. Due to the Middle East conflict, his ship was stuck near the Strait of Hormuz.For several days, he had lost contact with his family. Li was worried, but his family back home was even more anxi
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