On the morning of December 4, 2023, the three major A-share indexes were adjusted, and aquaculture stocks rose. As of 10:15, Lihua shares rose 722%, superstar agriculture and animal husbandry rose 450%, Muyuan shares, Wen's shares, Tiankang Biology, etc. rose nearly 3%. As the best plant-based protein raw material, soybean meal is the main source of feed protein. The only soybean meal ETF (159985) in A-shares that tracks the soybean meal *** index of DCE rose in a straight line in early trading, with an intraday **050%。After continuous adjustments since mid-November, there is a short-term need for repair.
According to the data, soybean meal ETF (159985) has value in terms of asset portfolio, anti-CPI data, and rollover income in addition to a single investment variety. Soybean meal has a low correlation with the company, and it can be configured in small quantities for the long term, regardless of whether the short-term soybean meal can be continued. Soybean meal is also the most productive of the 12 oilmeal feed varieties, and has a good spot base. Its over-the-counter connection** is, Class A: 007937;Category C: 007938.
Guotai Junan** said that this week, it is expected that the space below soybean meal** is limited, and the bean range **. On the one hand, the depreciation of the US dollar is conducive to the export of US beans, and China's demand for US beans is still thereOn the other hand, weather uncertainty in Brazil supported soybean prices. Domestically, the marginal negative effect of the above factors is expected to weaken due to factors such as RMB appreciation, large live pigs, and weak soybean meal spots. Combining the above two aspects, it is expected that there is limited space under U.S. beans and soybean meal**.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.