20231214-宝城期货-豆类油脂早报_3页_206kb

Soybean Meal (豆粕) Variety Strategy:

• Short-Term: Ousted to slight downside due to US weather data affecting prices and domestic inventory pressures.
• Medium-Term: Fluctuation, reflecting broader market uncertainties.
• Investment Strategy: Sell positions based on core logic including negative basis indicating weak demand, potential delays from soybean imports, and falling oil factory inventory despite reduced operating rates after a short rebound.
  豆油 Protocol:
• Short-Term: Ousted to slight downside influenced by drive drops and diesel prices curbing blend demand, leading to cumulative inventory pressure.
• Medium-Term: Fluctuation expected to continue.
• Buy Logic: Sell strategies are recommended due to factors like Malaysian export decline #棕榈油 策略陈 iciencies (3/3) - 未经 文責, 免責條款止