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UFOP reports that EU compound feed use of soybean meal and rapeseed meal fell about 11% from 2017/18 to 2021/22, to 4.11M tonnes. Soybean meal processing dropped about 9% and rapeseed meal use also fell about 9%.
Demand for GM-free rapeseed meal is growing with non-GM labelling.
Lower EU meal use reduces import demand for soybean meal and rapeseed meal, a mild bearish factor. Growing non-GM demand supports a niche premium for rapeseed meal.
在过去 399 次看跌的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -2.4% 至 +1.2%),20 个交易日内为 -1.0%。
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。