市场不确定性因素较多 预计菜籽粕将保持偏强运行

Group 1 - Domestic rapeseed meal spot prices have increased, with Dongguan rapeseed meal rising by 110 yuan/ton to 2640 yuan/ton [1] - As of August 14, rapeseed meal prices vary across different regions, with prices ranging from 2580 yuan/ton in Hefei to 2670 yuan/ton in Jingzhou [2] - The futures market shows the main rapeseed meal contract closing at 2686.00 yuan/ton on August 14, with a daily trading volume of 413,358 contracts [2] Group 2 - The CNF price for Canadian canola seed exported to China is reported at 556 USD/ton, translating to a landed cost of 4818 yuan/ton [3] - The margin requirement for importers is calculated at 3576 yuan/ton based on a 75.8% margin ratio [3] - Zhejiang Merchants Futures research indicates that while rapeseed meal contract prices are expected to remain strong, the long-term outlook is constrained by the supply-demand balance of domestic soybean meal [4]