Core Viewpoint - The rebound of U.S. soybeans and soybean meal may continue as the market returns to fundamentals, with Argentine weather being a current disruptive factor [1] Group 1: Market Dynamics - U.S. soybeans and soybean meal are showing a renewed correlation, indicating a potential for sustained rebound [1] - The market is currently awaiting clarity on production losses in Argentina, which will influence future price movements [1] Group 2: Weather Impact - The uncertainty regarding the timing of production loss assessments in Argentina could range from one week to a longer period [1] - There is a potential connection to previous weather-related themes in the U.S., as foreign climate models predict a hot summer ahead [1] Group 3: Trading Strategy - Current trading opportunities in soybean meal suggest a strategy of buying on dips, with an emphasis on timing and market rhythm [1]

021-60635727 wanghaifeng@ccb.ccbfutures.c om期货从业资格号：F0230741 行业 豆粕 日期 2025 年 4 月 30 日 021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号：F0301101 021-60635740 linzhenlei@ccb.ccbfutures.co m期货从业资格号：F3055047 021-60635572 hongchenliang@ccb.ccbfutures .com 期货从业资格号：F3076808 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 农产品研究团队 研究员：余兰兰 研究员：林贞磊 研究员：王海峰 研究员：洪辰亮 研究员：刘悠然 请阅读正文后的声明 ＃summary＃ 每日报告 | 表1：行情回顾 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合约 | 前结算价 ...