【菜系商品大面积涨停，还能追多吗？】金十期货3月11日讯，昨日午盘收盘，除2503合约外，菜粕其他合约全部涨停。1. 正信期货：中加贸易谈判仍是影响国内菜系商品后续走势的主要因素，短期我国对菜籽油和菜粕加征关税已成定局，对菜籽的反倾销调查结果显得至关重要。另外，二季度国内菜粕下游养殖需求将逐步回升，菜粕需求增加将进一步对价格形成支撑。2. 弘业期货：当前，俄罗斯和阿联酋是我国菜油主要进口来源国，进口加拿大菜油数量极少，几乎可以忽略不计，所以本轮关税政策对菜粕的影响要大于菜油。本轮加征关税导致菜系商品剧烈波动，同时也应考虑到本轮关税政策或只是阶段性政策，后续存在中加关系缓和的可能性，建议投资者谨慎操作，密切关注中加贸易谈判的最新消息。3. 徽商期货：总的来看，本次加税对国内菜粕的影响大于菜油，且由于本次加征关税幅度很大，相当于菜粕和菜油的进口成本翻倍。我国新季菜籽每年5月末至6月初上市，当前正是国内新季菜籽供给青黄不接的时间节点，同为蛋白粕的豆粕亦受贸易争端影响，因此短期水产养殖等下游企业很难找到更具性价比的‘平替产品’，菜粕仍有上涨空间。
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