Workflow
原料到港有限 菜籽粕走势暂跟随豆粕趋势为主
Jin Tou Wang·2025-09-19 07:05

Group 1 - The main contract for rapeseed meal futures experienced a rapid increase, reaching a peak of 2530.00 yuan, with a current price of 2525.00 yuan, reflecting a rise of 2.27% [1] - Domestic supply pressure is reduced due to a decrease in the arrival of rapeseed, while seasonal demand for rapeseed meal in aquaculture is increasing [2][4] - The implementation of temporary anti-dumping measures on rapeseed by China further weakens long-term supply expectations [2] Group 2 - Short-term trends for rapeseed meal are expected to follow soybean meal prices, with limited arrivals of rapeseed impacting inventory levels [3][4] - The current low inventory levels at major domestic ports are attributed to a decrease in the arrival of Canadian rapeseed, although year-on-year levels remain high [4] - The ongoing negotiations between China and Canada regarding tariffs on rapeseed may influence future market conditions, but the impact is considered limited [4]