【期貨熱點追蹤】下調幅度超預期！美豆優良率小幅下滑，美玉米優良率卻好於預期，CBOT玉米能否站穩合約高點？

British Retail Consortium (BRC) said shop goods prices rose 1.5% YoY in August—the fastest pace in over two years—while food prices rose 2.8% YoY, both accelerating from July. The BRC said the increases highlight the start of Middle East conflict spillovers to supermarket shelves, with energy and other input-cost rises particularly affecting ambient (shelf-stable) products. BRC CEO Helen Dickinson said rising bills will further strain household budgets in the coming months.

Chinese equities closed mixed. Shanghai Composite fell 0.16%, Shenzhen Composite down 1.02% and the ChiNext Index down 1.32%. Turnover across Shanghai and Shenzhen was CNY2.03 trillion, about CNY97.6 billion lower than the prior session. Advancers roughly 3,100 versus about 2,000 decliners. Grain/seed names led gains: Shennong Seed hit the 20% daily up-limit; Denghai Seed, Nongfa Seed and Longping High‑Tech also reached limits. Consumer sectors outperformed—tax‑refund stores, general retail, food & beverage and spirits—with Maoye Commercial, Cuiwei, Jiahe Food and Yiming Food at up‑limits. Defense stocks rallied intraday; Inner Mongolia First Machinery hit the up‑limit. Media and AI application plays strengthened: Mango Excellent Media extended consecutive 20% up‑limits; iReader Technology, Zhongguang Tianze, Bona Film and Huanrui Century also hit limits. Other risers included mobile payments, pharmaceutical distributors, traditional Chinese medicine, AI agents, brokers, construction machinery and underground pipeline sectors. Weakness was concentrated in memory/storage chips, MLCC, PCB, CPO, minor metals, advanced packaging and lab‑grown diamonds.