<p>巴黎，2 月 3 日（路透社）- 周二，欧洲小麦期货从两个月高点小幅回落，因欧元兑美元回升，交易员评估更广泛商品市场的波动性。</p>
<p>3 月小麦（BL2H6），在 Euronext 巴黎期货市场上最活跃的合约，收盘下跌 0.1%，报 193.25 欧元（228.38 美元）每公吨。</p>
<p>该合约早些时候达到自 11 月 20 日以来的最高点 194.75 欧元，略高于上周五的两个月高点。由于前一天商品市场的下滑减弱，粮食市场早些时候受到原油和贵金属反弹的支撑。</p>
<p>然而，随着美元的反弹减弱，欧元（EUR=）对美元的后续上涨抑制了 Euronext，使得西欧粮食在海外变得更加昂贵。</p>
<p>鉴于埃及和摩洛哥等主要进口市场之间不同出口来源的激烈竞争，交易员们正在关注粮食期货和汇率的变动。</p>
<p>市场传言埃及对黑海和法国来源的小麦需求稳定。</p>
<p>交易员表示，在过去一周，至少有两批 11.5% 蛋白的小麦被售往埃及，成本和运费（c&amp;f）约为 245-250 美元，预计近期运往地中海港口。</p>
<p>交易员还提到，最近有传言称几批法国小麦已被售往埃及，计划在 2 月/3 月装船，此外还有两艘船将在法国北部的敦刻尔克港装船。</p>
<p>一位德国交易员表示：“法国和黑海的价格在重要的埃及市场上目前在 c&amp;f 方面非常接近。黑海仍然有小幅价格优势，但这可能会因汇率和 Euronext 的变动而迅速消失。”</p>
<p>交易员表示，埃及对乌克兰 11.5% 蛋白小麦的采购兴趣在周二再次报告，价格约为 246-247 美元每吨 c&amp;f，由于俄罗斯物流的冬季干扰，采购兴趣转向乌克兰。根据欧盟的数据，自 2025/26 年度自 7 月开始，欧盟软小麦出口截至 2 月 1 日已达到 1282 万吨，与去年持平。</p>
<p>然而，考虑到官方数据中的差距，分析师估计欧盟的出口水平远高于上个季度。</p>
<p>（1 美元 = 0.8462 欧元）</p>

小麦期货基金 - Teucrium

2 倍做多小麦 ETF - Teucrium

欧元 做多 - CurrencyShares

<p>欧洲小麦期货在达到两个月高点后下跌 0.1%，至每公吨 193.25 欧元。欧元对美元的升值使得欧洲谷物对海外买家变得更加昂贵。交易员们密切关注谷物期货和汇率，因为埃及和摩洛哥等主要进口市场的竞争加剧。最近的报告显示，埃及对黑海和法国小麦的需求稳定，自 2025 年 7 月以来，欧盟软小麦出口保持在 1282 万吨的稳定水平。分析师表示，欧盟的出口可能高于上个季度的水平</p>

<p>PARIS, Feb 3 (Reuters) - European wheat futures ticked down on Tuesday from a two-month high as the euro regained ground against the dollar and traders assessed volatility in wider commodity markets.</p>
<div class="lb-trans"><p>巴黎，2 月 3 日（路透社）- 周二，欧洲小麦期货从两个月高点小幅回落，因欧元兑美元回升，交易员评估更广泛商品市场的波动性。</p>
</div><p>March milling wheat (BL2H6) , the most active position on Euronext’s Paris-based futures market, settled 0.1% down at 193.25 euros ($228.38) a metric ton.</p>
<div class="lb-trans"><p>3 月小麦（BL2H6），在 Euronext 巴黎期货市场上最活跃的合约，收盘下跌 0.1%，报 193.25 欧元（228.38 美元）每公吨。</p>
</div><p>The contract earlier reached its highest since November 20 at 194.75 euros, slightly above a previous two-month high from Friday. Grain markets earlier gained support from a rebound in crude oil and precious metals as the previous day’s slide in commodity markets subsided.</p>
<div class="lb-trans"><p>该合约早些时候达到自 11 月 20 日以来的最高点 194.75 欧元，略高于上周五的两个月高点。由于前一天商品市场的下滑减弱，粮食市场早些时候受到原油和贵金属反弹的支撑。</p>
</div><p>However, a later rise in the euro (EUR=) against the dollar as a rally in the U.S. currency petered out, curbed Euronext by making western European grain more expensive overseas. (FRX/)</p>
<div class="lb-trans"><p>然而，随着美元的反弹减弱，欧元（EUR=）对美元的后续上涨抑制了 Euronext，使得西欧粮食在海外变得更加昂贵。</p>
</div><p>Traders were monitoring movements in grain futures and exchange rates, given stiff competition between different export origins in major import markets such as Egypt and Morocco.</p>
<div class="lb-trans"><p>鉴于埃及和摩洛哥等主要进口市场之间不同出口来源的激烈竞争，交易员们正在关注粮食期货和汇率的变动。</p>
</div><p>There was market talk of steady Egyptian demand for Black Sea and French origins.</p>
<div class="lb-trans"><p>市场传言埃及对黑海和法国来源的小麦需求稳定。</p>
</div><p>At least two shipments of Ukrainian 11.5% wheat were sold to Egypt in the past week at about $245-$250 cost and freight (c&amp;f) for near-term shipment to Mediterranean ports, traders said.</p>
<div class="lb-trans"><p>交易员表示，在过去一周，至少有两批 11.5% 蛋白的小麦被售往埃及，成本和运费（c&amp;f）约为 245-250 美元，预计近期运往地中海港口。</p>
</div><p>Traders also cited rumours that several cargoes of French wheat had been sold recently to Egypt for February/March shipment, in addition to two vessels due to load at the northern French port of Dunkirk.</p>
<div class="lb-trans"><p>交易员还提到，最近有传言称几批法国小麦已被售往埃及，计划在 2 月/3 月装船，此外还有两艘船将在法国北部的敦刻尔克港装船。</p>
</div><p>“French and Black Sea prices are currently very close in c&amp;f terms in the important Egyptian market,” one German trader said. “The Black Sea still has a small price lead, but this could be quickly cut away by exchange rate and Euronext moves.”</p>
<div class="lb-trans"><p>一位德国交易员表示：“法国和黑海的价格在重要的埃及市场上目前在 c&amp;f 方面非常接近。黑海仍然有小幅价格优势，但这可能会因汇率和 Euronext 的变动而迅速消失。”</p>
</div><p>Egyptian purchase interest for Ukrainian 11.5% protein wheat was again reported on Tuesday at around $246-$247 a ton c&amp;f, with winter disruption to Russian logistics transferring purchase interest to Ukraine, traders said. European Union soft wheat exports since the start of the 2025⁄26 season in July had reached 12.82 million metric tons by February 1, unchanged from a year earlier, EU data showed on Tuesday.</p>
<div class="lb-trans"><p>交易员表示，埃及对乌克兰 11.5% 蛋白小麦的采购兴趣在周二再次报告，价格约为 246-247 美元每吨 c&amp;f，由于俄罗斯物流的冬季干扰，采购兴趣转向乌克兰。根据欧盟的数据，自 2025/26 年度自 7 月开始，欧盟软小麦出口截至 2 月 1 日已达到 1282 万吨，与去年持平。</p>
</div><p>However, after taking into account gaps in the official data, analysts estimate that EU exports are running well above last season’s level.</p>
<div class="lb-trans"><p>然而，考虑到官方数据中的差距，分析师估计欧盟的出口水平远高于上个季度。</p>
</div><p>($1 = 0.8462 euros)</p>
<div class="lb-trans"><p>（1 美元 = 0.8462 欧元）</p>
</div>

欧盟小麦价格从两个月来的高点略有回落