中美及中加贸易谈判
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需求逐步转弱 菜籽粕总体维持偏弱震荡
Jin Tou Wang· 2025-10-14 08:34
Group 1 - Palm oil and imported rapeseed oil spot prices have risen across the board, while domestic rapeseed meal and white sugar prices have mostly declined, with domestic soybean oil and cotton prices remaining stable. The rapeseed meal spot price has decreased by 30 yuan/ton [1] - As of October 14, the main contract for rapeseed meal futures closed at 2348.00 yuan/ton, down 2.09%, with a daily trading volume of 274,532 contracts [2] - Coastal regions' major oil mills have a rapeseed inventory of 18,000 tons, an increase of 12,000 tons from the previous week, while rapeseed oil inventory decreased by 16,700 tons to 60,000 tons [3] Group 2 - The number of rapeseed meal futures warehouse receipts on October 13 was 9,089, a decrease of 110 from the previous trading day [4] - According to a report by Ruida Futures, there has been no substantial progress in trade negotiations between China and the U.S. or China and Canada, which will limit rapeseed and soybean imports in the fourth quarter, resulting in relatively low supply-side pressure. However, as temperatures drop, demand for aquaculture is expected to weaken, leading to a decline in rapeseed meal demand [5]