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谷物仍然有替代优势，影响内贸玉米需求，加之饲料需求有所降低，饲企对玉米保持刚需采购2。猪易通数据显示，全国生猪价格虽然环比上升0.64%，但猪粮比价为5.78：1，仍处于合理区间，对玉米需求支撑有限。　　替代品压制明显：进口谷物（如高粱、大麦）和小麦等替代品的优势依然存在，持续挤压玉米的饲用消费空间。南方港口进口谷物仍然有替代优势，影响内贸玉米需求。　　3．市场心理与预期：看空情绪弥漫　　市场心理

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