多空因素交织

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多空因素交织下 预计菜籽粕将持续震荡运行为主
Jin Tou Wang· 2025-08-08 06:49
Group 1 - The domestic futures market for oilseeds shows a mixed trend, with rapeseed meal futures experiencing a slight increase of approximately 1.73% [1] - The main rapeseed meal futures contract opened at 2741.00 CNY/ton, reaching a high of 2781.00 CNY and a low of 2732.00 CNY during the trading session [1] - Analysts suggest that the rapeseed meal market is currently in a strong upward trend, with attention on trade relations between China and Canada, as well as changes in shipping [1] Group 2 - Global rapeseed production is recovering year-on-year, but there are risks of reduced yields due to weather conditions, particularly rainfall [2] - Domestic oil mills are experiencing a decrease in rapeseed stocks while rapeseed meal inventories are increasing, although year-on-year levels remain high [2] - The import of rapeseed from August to October is expected to be significantly lower year-on-year, which, combined with a 100% import tariff on rapeseed meal, provides strong support for rapeseed meal prices [2]