The main force of rapeseed oil leads the market, can the market outlook continue to rise?

Gold 10 Futures Special Everbright Futures Comments: On Tuesday, the main contract of rapeseed oil 2409 opened low and went higher, once rising by nearly 5%, while the holding volume rose by more than 15% compared with the previous trading day. Judging from the market situation, the current European rapeseed is in a critical stage of pod formation. Recently, there has been rain and snow in Europe, and the cooling has been obvious. The market is worried that European rapeseed may suffer serious freezing damage, and the expected production reduction may push the disk upward. On the other hand, the early oil disk has fallen significantly, and the superposition is approaching May Day, and the demand for stocking up before the festival has risen. In addition, it is reported that some rapeseed oil warehouses in Ukraine have been attacked by missiles, and the supply side or marginal contraction, and the fundamental marginal improvement may help the disk rise. < br > On the whole, < b > weather-driven superimposed fundamentals are marginally positive, and rapeseed oil is expected to run strongly in the short term . However, it should be noted that according to the relevant data of the National Grain and Oil Information Center, China's rapeseed and rapeseed oil inventories are high this year, and the average monthly volume of rapeseed oil imports to Hong Kong in the second quarter is 450,000 tons. The overall fundamental pattern is loose, and the space above the disk may be limited. In addition, there are still nearly two months before the European rapeseed harvest. Pay attention to the actual impact of freezing damage on rapeseed production. If the actual output exceeds expectations and rises, you need to be vigilant about the impact of market sentiment on the disk.