Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - The rapeseed oil market is expected to continue its upward trend due to inventory depletion and overseas bio - fuel policies [1][2]. - The apple market may maintain its strength because of low inventory and tight deliverable supplies [1][3]. - The egg market is likely to keep falling as a result of high hen inventory and weakening demand [1][5]. - The hog market will continue to fluctuate at a low level, with a slight short - term rebound but limited space [7]. - The soybean meal market will run at a high level with short - term strength, suitable for short - term trading [9]. - The corn market is expected to keep rising, supported by policy and downstream restocking [11]. - The jujube market will continue to decline due to new jujube listings and high inventory [13]. - The cotton market is likely to fall as supply increases [15]. - The sugar market is expected to rise, driven by external market trends and domestic supply shortages [17]. 3. Summary by Variety Rapeseed Oil - The rapeseed oil主力 2601 contract has been rising strongly, supported by overseas bio - fuel policies and inventory depletion. As of the end of the 45th week in 2025, domestic imported rapeseed oil inventory was 51.6 million tons, a 10% week - on - week decrease. The strategy is to hold light long positions [2]. Apple - The apple主力 2601 contract reached a new high this year, supported by low inventory. As of November 12, the national apple cold - storage inventory was 764.24 million tons, a year - on - year decrease of 10.59%. The strategy is to hold light long positions with support at 9200 and resistance at 9500 [3]. Egg - The egg主力 2601 contract has been falling sharply, pressured by sufficient supply and weakening demand. The strategy is to hold light short positions with support at 3250 and resistance at 3303 [5]. Hog - The hog主力 2601 contract first declined and then rebounded, continuing to fluctuate at a low level. The strategy is to close short positions, with support at 11690 and resistance at 11970 [7]. Soybean Meal - The soybean meal主力 2601 contract has been rising in a volatile manner, running at a high level. The strategy is short - term trading, with support at 3050 and resistance at 3089 [9]. Corn - The corn主力 2601 contract has been rising strongly, supported by policy and downstream restocking. The strategy is to hold light long positions, with support at 2170 and resistance at 2200 [11]. Jujube - The jujube主力 2601 contract has been falling sharply, pressured by new jujube listings and high inventory. As of the week of November 6, the inventory of 36 sample physical warehouses was 9541 tons, a 2.06% week - on - week increase. The strategy is to hold light short positions, with support at 9150 and resistance at 9360 [13]. Cotton - The cotton主力 2601 contract has been falling in a volatile manner, pressured by increased supply. The strategy is to try light short positions, with support at 13435 and resistance at 13545 [15]. Sugar - The sugar主力 2601 contract has been rising strongly, driven by external market trends and domestic supply shortages. The strategy is to hold light long positions, with support at 5473 and resistance at 5519 [17].
菜油、苹果劲升，鸡蛋大跌
Tian Fu Qi Huo·2025-11-13 12:13