ETF Today's Closing Review | Soybean Meal ETF Up About 4%, Machine Tool and Industrial Mother Machine ETFs Down Over 3%

(Source: ETF Wind)

The market experienced a day-long fluctuation with a rapid decline at the close. From the sector perspective, the chemical sector continued its strength, the wind power sector repeatedly showed activity, and the controlled nuclear fusion concept quickly rose; on the decline side, the computing power leasing concept collectively retreated, and the non-ferrous metals sector continued to fall.

Regarding ETF performance, the Shenzhen Value ETF and China Merchants Tailored ETF rose by over 4% in the late trading, and the soybean meal ETF increased nearly 4%.

An institution stated that recent sharp rises in international crude oil prices have impacted the soybean meal market through the following channels: First, rising crude oil prices directly push up agricultural diesel prices and freight costs from South America to Asia, providing solid support for imported soybean costs. Second, higher oil prices stimulate the production of biodiesel from soybean oil and palm oil, leading to tighter global vegetable oil supply and demand, with fluctuations in the oil-meal ratio forcing adjustments in crushing profits. Third, geopolitical turmoil strengthens inflation expectations, and agricultural products, as rigid consumption assets, attract increased allocations from hedge funds. Fourth, although the blockade of the Strait of Hormuz does not directly affect China’s main soybean import routes, it raises overall global shipping costs and worsens market concerns about supply chain disruptions.

On the decline side, ETFs related to machine tools and industrial mother machines fell more than 3%.

A brokerage firm indicated that demand in high-end fields such as new energy vehicles, robotics, and aerospace remains stable, driving growth in domestic sales of high-end CNC machine tools. Additionally, domestic policies support the high-end machine tool industry; the “Mechanical Industry Stabilization Growth Work Plan (2025-2026)” jointly issued by six departments including the Ministry of Industry and Information Technology continues to be implemented, encouraging companies to increase technological innovation, accelerate equipment updates, and promote the transformation of machine tools toward high-end and intelligent manufacturing to meet the needs of domestic high-end manufacturing sectors.

Investing involves risks; independent judgment is crucial.

This article is for reference only and does not constitute investment advice. Entering the market is at your own risk.

Cover image source: Visual China - VCG111361568739

Everyday Economics Editor: Ye Feng

Massive information, precise analysis, all on Sina Finance APP