天地男儿

【观点】申银万国：蛋白粕远月价格有支撑，美豆优良率下降及进口成本抬升_我的网站

A |     蛋白粕：夜盘豆粕、菜粕震荡收涨。    

    Phase I Bozhong 19-6 gas field, China's first 100-billion-cubic-meter gas field in the Bohai Sea, has entered full operation, CNOOC Tianjin Branch announced on August 9, 2026. Photo: Screenshot from the People's Daily
Phase I Bozhong 19-6 gas field, China's first 100-billion-cubic-meter gas field in the Bohai Sea, has entered full operation, with daily oil and gas output surpassing 5,200 tons, CNOOC Tianjin Branch announced on Sunday. The project is of great significance for optimizing the regional energy structure and supporting high-quality economic and social development, the People's Daily reported.
China's natural gas reserves are unevenly distributed, with more in the west and less in the east. As the largest offshore gas field in eastern China, the project has cumulatively produced more than 2.8 billion cubic meters of natural gas and serves as an important force in ensuring a stable natural gas supply for the Beijing-Tianjin-Hebei region and the Bohai rim area. Coming fully online during the critical peak summer demand period, the Phase I project further meets the energy needs of regional residential life and industrial production, said the report.
Located in the central Bohai Sea, the Bozhong 19-6 gas field has proven natural gas geological reserves exceeding 200 billion cubic meters and proven petroleum liquid geological reserves of more than 200 million cubic meters. 
The Bohai Oilfield, where Bozhong 19-6 is located, is China's first ultra-large offshore oil and gas field with an annual output capacity of 40 million tons. In the first half of this year, its oil and gas output exceeded 21 million tons, setting a new historical high, the People's Daily reported.
Currently, drilling operations for Phase II of the Bozhong 19-6 gas field have fully commenced, which will further enhance the role of offshore oil and gas in supporting China's domestic energy supply.
Global Times
。根据最新作物生长报告，美豆优良率继续下降。截至8月23日当周，美国大豆优良率为60%，市场预期为61%，前一周为61%，上年同期为69%。

B | 但ProFarmer田间巡查预估美豆单产为53.3蒲/英亩、总产量为45.72亿蒲，两项数据均高于USDA8月月度预测，进一步强化丰产预期。同时，受EPA或延后生物燃料合规期限消息影响，美豆期价回落。国内方面，豆粕期价跟随外盘调整，但在美豆天气不确定性及进口成本抬升的背景下，远月价格有支撑。

Current article:http://d2ov.shaihanhuangwoshang.cyou/8ag/20260826/9576466.html

Published on:07:38:15