市场快讯：加方示好，菜籽油连续下跌

Report Summary Report's Core View - Canadian officials are negotiating with Chinese counterparts to persuade Beijing to lift tariffs on Canadian agricultural food and seafood products, which has pressured the rapeseed oil futures market. The 2509 contract of rapeseed oil has accelerated its decline, and considering the high domestic rapeseed oil inventory and capital movements, it is recommended to enter short positions [4]. Specific Data and Information - On June 3, 2025, after the news, the rapeseed oil 2509 contract's decline accelerated, testing the 9100 level [4]. - The domestic rapeseed oil inventory is at the highest among the three major oils, reaching a 5 - year high of 89.7 tons, and the import volume from June to August is expected to be 44.5 tons [4]. - On the previous day, Morgan Stanley, CITIC Futures, and COFCO Futures cumulatively reduced their long positions in rapeseed oil by 11,000 lots [4].