
Soybean oil and palm oil prices in China climbed to their highest since mid-2018 as African swine fever slowed soybean crushing and reduced soyoil output. Open interest in Dalian soyoil and palm oil futures hit a record, with volumes at multi-year highs amid heavy speculative trading.
Slower crushing from ASF-related demand shifts reduces soymeal output while lifting oil prices, and speculative volatility raises near-term price risk for buyers of vegetable oils.
在过去 13 次疫病事件之后,豆油 在 5 个交易日内中位数变动 -0.3%(38% 上涨;中间一半区间为 -2.3% 至 +1.2%),20 个交易日内为 -4.6%。
在过去 16 次疫病事件之后,棕榈油 在 5 个交易日内中位数变动 +0.3%(56% 上涨;中间一半区间为 -3.2% 至 +1.5%),20 个交易日内为 -7.7%。
在过去 67 次看涨的疫病事件之后,豆粕 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 +1.9%),20 个交易日内为 +0.4%。
在过去 12 次看涨的疫病事件之后,大豆 在 5 个交易日内中位数变动 -0.5%(42% 上涨;中间一半区间为 -1.6% 至 +0.1%),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。
China's swine-fever-driven drop in soybean crushing cut soyoil output, pushing Dalian palm and soyoil to highs with record speculative interest, which lifted palm prices through substitution and sentiment.