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美豆期货止跌反弹!豆粕ETF上涨1.08%,生物股份涨8%

Group 1 - The core viewpoint of the articles highlights the rebound in CBOT soybean futures due to anticipated increases in U.S. soybean export demand, particularly following Indonesia's commitment to purchase $4.5 billion worth of U.S. agricultural products [1] - The domestic soybean meal supply is currently ample, which is suppressing upward price movement, while downstream inventory levels are nearing saturation due to previous active replenishment [1] - The A-share market saw a rise in the livestock sector, with notable increases in stocks such as Bio-Group (+8.31%), Luo Niu Shan (+2.09%), and others, indicating a positive market sentiment towards the livestock industry [1] Group 2 - The soybean meal ETF (159985) is recognized not only as a standalone investment but also for its long-term investment value in asset allocation, inflation hedging, and roll yield [2] - Soybean meal has a low correlation with the stock market, suggesting that it can be a strategic long-term allocation even if short-term price increases are uncertain [2] - As the largest production variety among 12 oilseed meal feed types, soybean meal has a solid spot market foundation, enhancing its investment appeal [2]