Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core Viewpoints of the Report - For soymeal, with a slight decline in US soybeans, the Dalian soymeal may fluctuate [1] - For soybeans, the technical aspect is strong, and the futures price may rebound and fluctuate [2] Group 3: Summary by Related Catalogs 1. Fundamental Tracking - Futures Prices: DCE soybeans 2509 closed at 4149 yuan/ton during the day session, up 33 yuan (+0.80%), and 4159 yuan/ton during the night session, up 16 yuan (+0.39%); DCE soymeal 2509 closed at 2978 yuan/ton during the day session, up 1 yuan (+0.03%), and 2985 yuan/ton during the night session, down 1 yuan (-0.03%); CBOT soybeans 11 closed at 1002.5 cents/bushel, down 4.75 cents (-0.47%); CBOT soymeal 12 closed at 279.9 dollars/short ton, down 1.6 dollars (-0.57%) [2] - Spot Prices: In Shandong, the price of soymeal (43%) was 2860 - 2900 yuan/ton, with various basis prices for different months remaining flat; in East China, the price was 2830 yuan/ton (Taizhou Huifu), with some prices up 10 yuan compared to the previous day; in South China, the price was 2840 - 2940 yuan/ton, with a change of -20 to +10 yuan compared to the previous day [2] - Industrial Data: The trading volume of soymeal was 5.65 million tons/day on the previous trading day, and the inventory was 84.29 million tons/week, compared to 15.4 million tons/day and 77.07 million tons/week two trading days ago [2] 2. Macro and Industry News - On July 15, CBOT soybean futures closed slightly lower, with the benchmark contract down 0.5%, due to improved US soybean crop conditions. The favorable weather in the US Midwest enhanced expectations of a good autumn harvest, suppressing market sentiment. As of July 13, the US soybean good-to-excellent rate was 70%, higher than last week's 66%, last year's 68%, and the market expectation of 67%, reaching the highest level since 2016. Traders are also concerned about the comprehensive tariff plan proposed by US President Donald Trump and its potential impact on US agricultural exports [4] 3. Trend Intensity - The trend intensity of soymeal and soybeans was 0 on the reporting day, indicating a neutral trend for the day - session main - contract futures prices [4]
豆粕:美豆微跌,连粕或震荡,豆一:技术面偏强,盘面反弹震荡
Guo Tai Jun An Qi Huo·2025-07-16 02:23