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国内菜籽压榨环节基本陷入停滞 菜籽粕盘面表现强
Jin Tou Wang· 2025-11-03 08:04
Core Viewpoint - The futures market for rapeseed meal has experienced significant fluctuations, with a recent peak at 2497.00 CNY and a current price of 2491.00 CNY, reflecting a 4.23% increase [1] Group 1: Market Performance - The main contract for rapeseed meal futures saw a rapid increase, reaching a high of 2497.00 CNY before settling at 2491.00 CNY, indicating a strong upward trend [1] - The futures market is currently characterized by volatility, with institutions providing mixed evaluations on future price movements [2][3] Group 2: Institutional Insights - Ningzheng Futures suggests a low-long strategy for rapeseed meal, citing a rigid supply shortage and low inventory levels at coastal oil mills, which reduces the risk of price declines [2] - Nanhua Futures notes that while the rapeseed meal market shows slightly stronger performance, it advises against aggressive buying, highlighting a lack of effective demand growth [2] - Dayue Futures indicates a potential trading range for rapeseed meal RM2601 between 2400 and 2460 CNY, influenced by ongoing trade relations between China and Canada [3]