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豆粕：技术性买盘、美豆收涨，连粕偏强，豆一：市场情绪较好，盘面偏强
Guo Tai Jun An Qi Huo·2025-07-18 02:37

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - On July 17, CBOT soybean futures closed moderately higher due to active technical buying and strong Chicago soybean oil prices, reaching the highest level since July 7, but the optimistic outlook for US soybean production limited the price increase [3] - The trend strength of both soybean meal and soybean No. 1 is +1, indicating a relatively strong trend for the main - contract futures prices on the day - trading session of the reporting day [3] Group 3: Summary by Related Catalogs 1. Fundamental Tracking Futures - DCE soybean No. 2509 closed at 4,200 yuan/ton during the day - trading session, up 34 yuan (+0.82%), and 4,215 yuan during the night - trading session, up 21 yuan (+0.50%) [1] - DCE soybean meal 2509 closed at 3,029 yuan/ton during the day - trading session, up 51 yuan (+1.71%), and 3,033 yuan during the night - trading session, up 22 yuan (+0.73%) [1] - CBOT soybean 11 closed at 1,027.25 cents/bushel, up 7.5 cents (+0.74%) [1] - CBOT soybean meal 12 closed at 283.7 dollars/short - ton, up 0.6 dollars (+0.21%) [1] Spot - In Shandong, the price of soybean meal (43%) was 2,880 - 2,920 yuan/ton, remaining flat. Different contract basis prices also remained mostly unchanged [1] - In East China, the price of soybean meal (43%) at Taizhou Huifu was 2,860 yuan/ton, up 30 yuan compared to the previous day. Some contract basis prices remained unchanged [1] - In South China, the price of soybean meal (43%) was 2,870 - 2,950 yuan/ton, up 30 - 60 yuan compared to the previous day. Some contract basis prices remained unchanged [1] Main Industry Data - The trading volume of soybean meal was 16.81 million tons per day, compared with 4.7 million tons two days ago [1] - The inventory of soybean meal was 84.29 million tons per week, compared with 77.07 million tons the previous week [1] 2. Macro and Industry News - On July 17, active technical buying drove CBOT soybean prices to a more - than - one - week high. The strong rise in Chicago soybean oil prices also supported soybean prices. However, the optimistic outlook for US soybean production limited the price increase as the recent US weather was generally favorable for crop growth and the soybean yield might reach a high in autumn [3]