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11月底,油脂在需求强劲的支撑下仍相对抗跌,豆油仍处备货需求旺季,后期表现或依然坚挺,而随着天气转冷,棕榈油进入消费淡季,豆油、棕榈油价差或存在进一步的扩大空间。1供给压力并不大尽管南美大豆产区天气状况良好,大豆丰产预期强烈,但在美国大豆出口销售较为强劲的情况下,近期CBOT大豆市场依然保持坚挺。中国方面,2013年11月份我国进口大豆到港量约为650万t,远高于10月份的419万t和同期5年
At end-November, oil remained relatively resilient against strong demand. Soybean oil is still in peak season for demand and remains strong in the later period. As the weather turns cold, palm oil enters the consumer off-season and spread of soybean oil and palm oil may further expand space. 1 Supply pressure is not great Although the weather conditions in South American soybean production is good, strong soybean expected strong, but in the United States more strong export sales of soybeans, the recent cbot soybean market remains firm. China, in November 2013, China imported about 6.5 million tons of soybean to Hong Kong, much higher than the 4.19 million tons in October and the same period of five years