Group 1 - The core viewpoint indicates that the price of rapeseed meal has strengthened, with spot prices in Guangxi rising by 30 to 2500 yuan/ton [1] - As of December 12, the national rapeseed meal prices vary by region, with prices ranging from 2410 to 2640 yuan/ton depending on the market [2] - The futures market shows that the main rapeseed meal contract closed at 2347.00 yuan/ton on December 12, with a daily trading volume of 293,158 contracts [2] Group 2 - As of week 49, the inventory of imported rapeseed meal in South China is 234,000 tons, a decrease of 9,000 tons from the previous week [2] - The top 20 futures companies hold a total of 438,500 long positions and 514,400 short positions in rapeseed meal, resulting in a net position of -75,900 contracts, an increase of 13,200 contracts from the previous day [3] - Analysis from Ruida Futures indicates that trade negotiations between China and Canada have not yet resolved tariff issues on canola seeds, leading to tight supply conditions [4]
市场处于供需双弱的局面 菜籽粕预计维持偏弱震荡
Jin Tou Wang·2025-12-12 08:49