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市场担忧情绪减弱 菜籽油呈现下降态势
Jin Tou Wang· 2025-08-15 06:11
Group 1 - The core viewpoint of the article indicates that canola oil futures experienced a significant decline, with the main contract dropping to a low of 9715.00 yuan, reflecting a decrease of 1.99% [1] - The Ministry of Commerce has preliminarily determined that imported canola seeds from Canada are subject to dumping, imposing a 75.8% deposit on Canadian companies, which introduces uncertainty in the trade policy between China and Canada [2] - Domestic canola oil inventory is at a seasonally high level, and changes in trade policies may lead traders to actively import canola oil from Russia and Dubai, potentially supplementing the supply from Canada [2] Group 2 - According to Guotai Junan Futures, the canola oil market is showing a downward trend, influenced by macroeconomic factors and the recent suspension of a 24% tariff between China and the US [3] - The increase in domestic canola oil prices has further strengthened the vegetable oil sector, while the overall inventory of major oils, including soybean and palm oil, is on the rise [3] - The market is expected to wait for a new buying point after adjustments, with a long-term bullish outlook on oil fats [3]