Core Insights - The event "Stabilizing Enterprises and Securing Agriculture: Futures Services for SMEs in the Vegetable Oil Sector" was successfully held in Guangzhou, focusing on opportunities and challenges in the vegetable oil industry [1] - Over 170 representatives from the vegetable oil industry gathered, indicating significant industry interest and engagement [1] Group 1: Expert Insights and Strategies - The event featured industry experts discussing market supply and demand, providing practical strategies for risk management [2] - Key presentations included an analysis of domestic and international vegetable oil market trends and supply-demand dynamics [2] - Experts emphasized the importance of using futures tools for risk management and enhancing industry collaboration to navigate market changes [2][3] Group 2: Roundtable Discussions - A roundtable forum addressed critical issues in the vegetable oil sector, focusing on opportunities and challenges amid global trade tensions [3] - Experts advised SMEs to proactively use futures tools to manage price volatility and suggested a combination strategy of "small steps and focused phases" to mitigate future uncertainties [3] - Discussions highlighted the need for vigilance regarding potential cost increases in packaging oil raw materials in 2026 [3] Group 3: Commitment to Health and Industry Development - Yihai Kerry Group showcased its dual commitment to "serving the real economy and empowering health," aligning with national health initiatives [4][5] - The company has a history of innovation in healthy eating, continuously expanding its product offerings to meet health demands [5] - The event served as a platform for SMEs to connect, share knowledge, and enhance confidence in navigating the complex market environment [6]

Core Viewpoint - The initial ruling of the anti-dumping investigation against Canadian canola seeds has led to a significant increase in domestic canola meal and oil prices, with expectations of continued upward pressure due to rising import costs and strong domestic demand [1][2][3]. Group 1: Market Dynamics - The futures market for oilseeds has shown a strong performance, particularly in canola meal, with the RM2509 contract experiencing a daily increase of over 6% [1]. - The initial ruling determined a dumping margin of 75.8% for Canadian canola seeds, which will increase the cost of imports starting August 14 [2]. - Canada accounts for over 90% of domestic canola seed imports and over 70% of canola meal imports, making the ruling impactful on supply [2]. Group 2: Supply and Demand Factors - The current peak demand for canola meal coincides with the busy season for aquaculture, creating a strong demand-supply dynamic [3]. - The supply of canola seeds is expected to decline in the fourth quarter due to the ongoing anti-dumping investigation, which could further support prices for canola meal and oil [2][3]. - Domestic canola meal inventory has decreased from approximately 900,000 tons to 630,000 tons, indicating a tightening supply situation [4]. Group 3: Future Outlook - Analysts predict that canola meal prices will maintain a strong upward trend, while the price potential for canola oil may be less pronounced due to increased imports from other sources [3][4]. - The reliance on Canadian canola seeds is significant, and unless imports from Australia normalize, the price of canola meal is expected to continue rising [3][4]. - The competition from soybean meal, which remains a primary protein source, may limit the long-term price increases for canola meal [4].