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Summary of Soya Bean Market Analysis Report

• Date: November 11, 2025

• Market Overview: The report focuses on soya bean and oilseed markets, detailing a period of high volatility with prices oscillating around key support and resistance levels. Oilseeds, particularly rapeseed, showed slight rebounds, while soya bean prices experienced mixed trends with some strength in soya meal and weakness in others.

• Core Views:

  • Domestic soya stock decreased significantly, reducing supply pressure and offering price support.
  • Demand remains weak, with feed mills opting for cautious procurement, limiting further price hikes.
  • International markets are volatile, with no clear direction for CBOT soybeans due to pending USDA reports and US-China trade dynamics. Trade relations are improving, potentially boosting US exports despite transportation challenges.
  • Short-term trading is driven by inventory reduction versus demand concerns, leading to frequent资金 movements.

• Key Industry Dynamics:

  • US-China trade talks and purchase details are closely watched, with uncertainties over Chinese import volumes and shipping logistics.
  • South American planting progress is slower: Brazil's soybean seeding is lagging, which could impact supply forecasts.
  • US agricultural reports are expected to introduce supply-side surprises, affecting market sentiment.

• Price and Market Data Highlights:
  -现货 prices: Soya bean and soya meal prices were relatively stable, while oilseed prices showed minor increases.

  • Inventory and profit data: Low US soya crushing profits and reduced planting progress highlight supply-side pressures.
  • Short-term outlook: Prices may continue震荡 trends, with strong focus on upcoming USDA reports and trade developments.

This report serves as a reference for market participants, emphasizing uncertainties in supply and demand factors, with risks of price fluctuations.