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豆粕期货半月跌近5%,M2601合约短期或反弹丨农经全球眼
2 1 Shi Ji Jing Ji Bao Dao·2025-08-30 13:48

Core Viewpoint - Domestic soybean meal futures prices have shown significant fluctuations in the past two weeks, with the M2601 contract dropping nearly 5% from 3180-3190 CNY/ton in mid-August to 3030-3040 CNY/ton [1] Group 1: Market Analysis - The current international soybean market is influenced by the supply and demand situation of major exporting countries, with prices at the Chicago Board of Trade (CBOT) and Brazilian soybean quotes to China undergoing dynamic adjustments [1] - Domestic soybean meal prices are currently below the import cost of soybeans expected to arrive in January next year, indicating potential for valuation recovery [1] Group 2: Future Outlook - The M2601 contract may experience a short-term rebound, but the long-term trend will depend on subsequent changes in the soybean supply and demand landscape [1]