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2025年9月5日～2026年1月12日，豆一期货主力a2605合约日K线

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2025年9月5日～2026年1月12日，豆一期货主力a2605合约日K线_第1页

2025年9月5日～2026年1月12日，豆一期货主力a2605合约日K线_第2页

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2025年9月5日～2026年1月12日，豆一期货主力a2605合约日K线_第3页

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2025年9月5日～2026年1月12日，豆一期货主力a2605合约日K线_第4页

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2025年9月5日～2026年1月12日，豆一期货主力a2605合约日K线_第5页

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所属报告：

【国泰期货】豆一：市场情绪好转，期价创下阶段高点-260113（11页）.pdf

打包全文图表

盘面交易政策情绪偏强。1）产业政策。2025年 9月中旬新豆上市以来，国内政策支持国内大豆产业发展。2025年 10月 28日《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》第八项第25条提出：提升农业综合生产能力和质量效益。加力实施新一轮千亿斤粮食产能提升行动，增强粮食等重要农产品供给保障能力。第 27条提出：提高强农惠农富农政策效能。保护和调动农民务农种粮积极性，强化价格、补贴、保险等政策支持和协同。加大粮食主产区利益补偿力度，实施产销区省际横向利益补偿。推进农产品进口多元化，促进贸易和生产相协调。2025年 12月 29日至 30日中央农村工作会议强调，要稳定粮油生产，加力实施新一轮千亿斤粮食产能提升行动，推动粮食品种培优和品质提升。要千方百计促进农民稳定增收，健全种粮农民收益保障机制。2025年 12月 30日全国农业农村厅局长会议强调，“要聚焦粮食和重要农产品稳产保供，着力提升农业综合生产能力和质量效益”、“毫不放松抓好粮食请务必阅读正文之后的免责条款部分 8 期货研究生产，稳定粮食播种面积，更大力度推进粮油作物大面积单产提升，多油并举提高大豆油料产能和自给率”等。上述政策强调“粮食产能提升”、“品质提升”、“稳定粮油生产”、“推进粮油作物大面积单产提升”、“提高大豆油料产能和自给率”“保护和调动农民务农种粮积极性”等关键点，国内政策继续为我国大豆产业发展保驾护航。2）贸易政策。由于进口大豆对国产大豆带来竞争压力，国内盘面也会交易进口大豆政策变化：如中美关税政策、大豆进口政策等。3）储备政策。国内大豆抛储节奏影响短期供应和市场情绪，盘面对此也会有所交易。

行业数据原图定位