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【观点】申银万国：蛋白粕远月价格有支撑，美豆优良率下降及进口成本抬升_我的网站

一 |     Pawan Kalyan is riding high on the massive success of his last film, They Call Him OG. The blockbuster success of the Sujeeth directorial reaffirmed his number uno status at the box-office stamina. All eyes are on the actor’s next big entertainer, Ustaad Bhagat Singh, directed by Harish Shankar. The film has completed its shoot, and the team is gearing up for a huge promotional campaign that begins with the first single’s promo on December 9, 2025.          Pawan’s energetic dance number     Devi Sri Prasad, who has delivered several chartbusters for Pawan Kalyan in the past, is composing the music. Inside buzz suggests that the first song will present Pawan in a stylish, energetic dancing avatar, something fans have been eagerly waiting to witness again on the big screen. The makers reportedly planned the special number to highlight Pawan’s onscreen charisma. The fact that he is shaking a leg after a long time prompted the makers to leave no stone unturned to make the choreography special. The collaboration between Pawan Kalyan and Harish Shankar has already set expectations high, especially after their earlier blockbuster Gabbar Singh (2012). With the shoot wrapped, the film has entered its final phase of post-production. The team exudes confidence about the output and is preparing to announce the official release date soon, adding to the growing excitement.          Pawan’s trademark swag     Ustaad Bhagat Singh is tipped to be a complete entertainer filled with action, humour, and Pawan’s trademark swagger. Sreeleela plays the female lead in this film. Harish Shankar, known for writing punchy dialogues and crafting mass-appeal sequences, is reportedly shaping the film as a celebration of Pawan’s star persona. As anticipation peaks, fans are gearing up for a grand promotional rollout starting with the first single promo. Fans are hoping that the trio - Pawan, Harish and Devi Sri Prasad – will recreate their earlier Gabbar Singh magic.     Also Read: Pawan Kalyan Poses With Ustaad Bhagat Singh Team on The Last Day of Shoot。    蛋白粕：夜盘豆粕、菜粕震荡收涨。根据最新作物生长报告，美豆优良率继续下降。

二 | 截至8月23日当周，美国大豆优良率为60%，市场预期为61%，前一周为61%，上年同期为69%。但ProFarmer田间巡查预估美豆单产为53.3蒲/英亩、总产量为45.72亿蒲，两项数据均高于USDA8月月度预测，进一步强化丰产预期。同时，受EPA或延后生物燃料合规期限消息影响，美豆期价回落。国内方面，豆粕期价跟随外盘调整，但在美豆天气不确定性及进口成本抬升的背景下，远月价格有支撑。

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Published on:06:19:58