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China reduced imports of meal ahead of the Lunar New Year holiday starting February 17, and Ukrainian sunflower meal exporters have already felt the drop in demand. Sunflower meal remains at $280/t CIF China while Dalian soybean meal prices have dropped.
Ukraine's meal prices are expected to stay under pressure, and China took 62% of Ukraine's 2025/26 sunflower meal exports.
Weaker Chinese buying and lower Dalian soymeal prices pressure sunflower meal values, which feeds into cheaper protein options for feed buyers in the near term.
历史可比事件尚不足,暂无法给出历史解读。
在过去 384 次看跌的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 -0.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。