宝城期货豆类油脂早报-20250815

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core Views of the Report - The report provides views on various commodities in the agricultural futures sector, including soybean meal and palm oil. For soybean meal, the intraday view is oscillating weakly, and the medium - term view is oscillating. For palm oil, the short - term view is strong, the medium - term view is oscillating, and the intraday and reference views are oscillating weakly [5][6][7] Group 3: Summary by Relevant Catalogs Soybean Meal (M) - Intraday view: Oscillating weakly; Medium - term view: Oscillating; Reference view: Oscillating weakly. The core logic is that the unexpected decline in inventory in the USDA report boosted the US soybean futures price, which reached a 6 - week high. The domestic soybean market fluctuates with market sentiment, and the industrial chain environment remains unchanged. Market trading focuses on supply expectations under the influence of the trade pattern. The rapeseed market is affected by the initial anti - dumping ruling sentiment, with significant declines and increased volatility [5] Palm Oil (P) - Short - term (within a week): Strong; Medium - term (two weeks to one month): Oscillating; Intraday and reference views: Oscillating weakly. The core logic is that as the Malaysian palm oil futures ended a four - day winning streak and an Indonesian industry organization is lobbying to postpone the B50 biofuel policy, market sentiment declined. The rapeseed oil futures price dropped significantly, the upward trend of the oil and fat sector slowed down, and the palm oil futures price experienced high - level fluctuations [6][7]