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Cofco's global head of softseeds said China will import 4 to 4.4 million tonnes of Canadian canola in 2017-18, with exports rising only slightly to 4.5 to 5 million tonnes by 2020. He said Chinese protein demand favours soybeans, whose crush margins have been superior to canola's for an extended period.
Limited Chinese appetite for canola, combined with expectations of record Canadian plantings, points to ample supply and weak canola export demand. This is bearish for canola meal pricing relative to soybean meal.
历史可比事件尚不足,暂无法给出历史解读。
在过去 342 次看涨的贸易事件之后,豆粕 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.1% 至 +2.6%),20 个交易日内为 +0.6%。
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。