中加贸易政策不确定性大 菜籽粕期货自高位回落

Group 1 - The domestic oilseed market is experiencing a downward trend, with canola meal futures showing a significant decline of approximately 3.60% [1] - The main contract for canola meal opened at 2599.00 CNY/ton, with intraday fluctuations between a high of 2599.00 CNY and a low of 2541.00 CNY [1] - Market sentiment is cautious due to uncertainties in Canada-China canola trade policies, leading to a decrease in long-term canola purchasing expectations [1] Group 2 - Recent data indicates a potential increase in Australian canola imports to compensate for domestic supply shortages, which may influence future price adjustments [1] - Seasonal demand for canola meal is expected to rise due to the peak period for aquaculture, despite the competitive advantage of soybean meal potentially weakening canola meal demand [1] - The market is currently in a volatile state, with the Zhengzhou Commodity Exchange issuing a risk warning, leading to increased market fluctuations [1] Group 3 - Short-term canola meal prices are influenced by the pending final ruling on anti-dumping measures against Canadian canola, resulting in a fluctuating but generally strong market outlook [2] - The price range for canola meal RM2601 is anticipated to oscillate between 2540 and 2600 CNY [2]