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A Rabobank report says China's government is pursuing a soymeal reduction campaign to cut dependence on imported soybeans. Rabobank expects lower soymeal inclusion in Chinese feed rations even as feed consumption grows at a low single-digit rate.
It argues this will open opportunities for insect and microbial protein startups, though most remain in development.
Lower soymeal inclusion in Chinese feed would reduce demand for soybean imports and soybean meal, which is bearish for soy complex prices. Demand for alternative protein ingredients such as fishmeal could rise if those replacements gain share.
thefishsite.com2023年1月10日在过去 369 次看跌的政策事件之后，大豆 在 5 个交易日内中位数变动 -0.2%（46% 上涨；中间一半区间为 -1.7% 至 +1.8%），20 个交易日内为 +0.8%。
在过去 223 次看跌的政策事件之后，豆粕 在 5 个交易日内中位数变动 -0.3%（45% 上涨；中间一半区间为 -2.2% 至 +1.2%），20 个交易日内为 -0.6%。
历史可比事件尚不足，暂无法给出历史解读。
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。
