Wheat is kicking off the Friday session with contracts down 2 to 4 cents across the main markets. The wheat market took back the losses from Wednesday with gains across the three markets on Thursday. CBT soft red wheat futures posted gains of 5 ¼ to 7 ½ cents across the board on Thursday. KC HRW futures were back up 3 ¾ to 5 ½ cents on the session. Open interest was up 2,272 contracts on Thursday. MPLS spring wheat futures saw higher action on Thursday, up 4 to 5 ¼ cents at the close. The weekly USDA Expo ...

夏粮收购进展 - 全国夏粮小麦收购量已超1700万吨，进度快于上年同期 [1] - 河南已启动小麦最低收购价执行预案，为小麦行情提供支撑 [5] - 山东德州武城县某面粉企业每天收购小麦300吨，是使用量的2倍 [6] 面粉加工行业动态 - 河南周口某面粉加工厂年加工小麦25万吨，高端产品辣条粉、烩面粉生产开工率满负荷 [3] - 2025年1-5月全国中小面粉加工厂开机率达近三年较高水平 [7] - 河南某面业公司6-8月订单较2024年同期增长20% [6] 小麦市场需求 - 面粉加工开工率提高、小麦饲用消费增长及政策利好共同支撑国内小麦市场 [5] - 山东德州某面粉企业小麦收购价达1.24元/斤，高于周边收粮点 [6] - 新麦品质优良推动储备库轮入采购加快，市场主体心态好转 [7] 行业前景展望 - 在国家稳增长、促消费政策带动下，面粉消费需求将继续向好 [7] - 烘焙面点等高端面粉消费需求预计保持增长态势 [7] - 小麦制粉消费预计将维持高位平稳 [7]