东北高蛋白大豆成抢手货 进口大豆难以替代高蛋白大豆

Core Viewpoint - The new season of soybean production in Northeast China has seen an increase in yield and stable prices, leading to heightened purchasing enthusiasm among traders who are increasing their inventory reserves [1] Group 1: Soybean Production and Market Dynamics - The production of new season soybeans in Northeast China has increased, with prices remaining stable [1] - Traders are actively purchasing high-protein soybeans, particularly those with protein content over 40%, as this has become a core basis for pricing and procurement [1] - The demand for high-protein soybeans is driven by their quality advantages, which are difficult for imported soybeans to replace, creating a stable long-term demand [1] Group 2: Supply Chain and Competitive Landscape - The current market is experiencing a tight supply situation, which is increasing market attention on soybean procurement [1] - With a large volume of domestic soybeans entering the market and stable imports, downstream processing enterprises in China's soybean industry are facing a differentiated competitive landscape under a "dual-source supply" scenario [1] - The upgrading of the industry surrounding domestic soybean value extraction is occurring alongside China's consumption upgrade [1]