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在缺乏驱动下 菜籽粕短线整理行情对待
Jin Tou Wang·2025-07-10 08:57

Core Insights - The average spot price of rapeseed meal in China on July 9 was 2565.79 CNY/ton, which is 20.21 CNY/ton lower than the futures main price of 2586.00 CNY/ton [1] - On July 10, the futures main contract for rapeseed meal closed at 2611.00 CNY/ton, with a daily increase of 1.48% [2] - The recent trend shows a significant decrease in rapeseed meal futures warehouse receipts, with a reduction of 10.83% over the past week and 43.6% over the past month [3] Price Overview - The rapeseed meal prices across various regions on July 10 ranged from 2410 CNY/ton in Jiangsu to 2560 CNY/ton in Tianjin, indicating regional price variations [2] - Canadian rapeseed prices for October and December shipment increased by 5 USD/ton, reaching 588 USD/ton and 578 USD/ton respectively [3] Market Analysis - Despite the peak demand season for aquaculture from June to August, the oversupply of soybean meal is leading to a reduced market share for rapeseed meal, as feed companies are increasing the proportion of soybean meal in their formulations [4] - The market is currently in a short-term consolidation phase, lacking strong driving factors for price movements [4]