在全球商品正经历着大牛市背景之下,去年9月下旬,因澳大利亚小麦大减产而引发世界农产品市场一轮大涨行情。与此同时,我国玉米市场也逆势强劲走强,尽管期间受生猪疫情、国家宏观政策调控等因素的影响,市场出现了阶段性调整,但价格水平仍继续运行在近几年高位区间。我们认为,受外围商品市场、供求关系与天气等一系列因素的影响,目前 Global commodities are experiencing a bull market in late September last year, due to the sharp decline in wheat in Australia caused the world’s agricultural market rose a market. In the meantime, the corn market in our country also experienced a strong contrarian trend. Although the market has been adjusted step by step due to the epidemic situation of pigs and the control of national macro-policies during the period, the price level still continues to run in the high range of recent years. In our opinion, influenced by a series of factors such as the external commodity market, supply and demand and the weather,