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As of September 24, most Chinese soybean oil mills had sold most of their soybean meal stocks, and domestic stocks hit an all-time high of 1.5 million tonnes. Meal prices were expected near 3,100 yuan/t at end-September, with pressure easing in October and November as imported soybean supplies decline.
Record Chinese meal stocks and incoming import volumes cap near-term Chinese meal prices, but expected October inventory drawdown could support a later price rebound. This affects export demand for soymeal.
在过去 224 次中性的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(43% 上涨;中间一半区间为 -1.7% 至 +1.2%),20 个交易日内为 -0.2%。
在过去 250 次中性的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.4% 至 +1.6%),20 个交易日内为 -0.2%。
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。