【华联期货:关注我国对澳菜籽的贸易政策动态 豆粕短期或宽幅震荡】金十期货3月21日讯,周五国内饲料小幅下跌。豆粕2505收跌1.24%,报2861元/吨;菜粕2505收跌1.7%,报2598元/吨。外盘方面,昨晚CBOT美豆震荡偏强。现货方面,今日广东贸易商豆粕现货基差报价+310。巴西大豆收割进度加快,且发货速度也在加快,国内进口大豆供应偏紧状况有望在4月得以缓解。艾伦代尔公司进行的一项农民调查显示,今年美国农户将种植约8428万英亩大豆,略高于美国农业部预测的8400万英亩。中国对加菜粕加征100%关税政策落地,但要关注我国对澳菜籽的贸易政策动态。预计豆粕短期或宽幅震荡为主。操作上,建议豆粕2505支撑位参考2700附近。
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