According to the margin ratio of 75.8%, the current import of Canadian rapeseed disk is difficult to cover, and there will be a gap due to policy influence

Gold Ten Futures, August 12, China and Canada rapeseed industry is highly integrated, Chinese rapeseed product demand on the Canadian import market is very high dependence. The domestic face rapeseed raw materials shortage. According to the margin ratio of 75.8%, the current import of Canadian rapeseed disk squeeze profit is difficult to cover, affected by the policy will be a gap. According to the shipping schedule statistics show that the July arrival volume is expected to be about 130,000 tons, August arrival volume is expected to be about 195,000 tons, a decrease of 50% over the same period last year. Due to the future of rapeseed buying ships significantly reduced, rapeseed oil continued to be low more logic, until the supply shortage pattern appeared obvious repair. Later need to pay attention to the domestic rapeseed product buying ship situation and official announcements.