Chinese soybean meal prices rebounded from weakness as the MOA tightened GMO certificate management, delaying imported soybean shipments and prompting some crushers to cut forward sales. Northern crushers also cut output under heating-season environmental curbs, tightening local meal supply.
Regulatory import delays and environmental output cuts tighten near-term Chinese meal supply, supporting soymeal prices despite roughly 7 million tons of soybeans stockpiled in port. Feed buyers should expect firmer meal prices in the short term.
在过去 172 次看涨的政策事件之后,豆粕 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.5% 至 +1.7%),20 个交易日内为 -0.8%。
在过去 356 次看涨的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.2% 至 +2.3%),20 个交易日内为 -0.9%。
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。