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2018/09/12貿易中国

China slashes 2018/19 soybean import forecast as U.S. trade war crimps buying

China's Ministry of Agriculture and Rural Affairs cut its 2018/19 soybean import forecast to 83.65 million tonnes, down 10.2 million from the prior month's 93.85 million. The revision is tied to the ongoing trade dispute with Washington, which included Beijing's additional 25% tariffs on U.S. goods.

重要性

A lower Chinese import forecast signals weaker demand for soybeans and meal, which is bearish for global soy prices and for soymeal used in feed. Reduced hog-sector demand for protein feed also points to softer crush demand.

影響を受ける銘柄大豆▼大豆粕▼

1 件のソース
reuters.com2018/09/12

価格反応と履歴

大豆▼弱気現時点1d +1.1%5d -0.8%20d +5.2%

過去の弱気な貿易イベント803件の後、大豆は5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -1.7% から +1.7%）、20営業日では +0.9% 動きました。

2018/05/10China set to trim 2018/19 soybean imports as trade row boosts prices-0.7%
2018/07/12Importers snap up cheap U.S. soybeans as China stops buying+1.5%
2018/12/27As trade war crushes China's soybean mills, U.S. rivals make hay+3.5%
2022/10/06Soybean imports forecast at two-year low crimp China's ailing hog feed makers+1.9%
2019/11/06Panamax rates slide as trade war bites into US soybean exports to China-1.7%

大豆粕▼弱気現時点1d +0.5%5d -4.4%20d -0.2%

過去の弱気な貿易イベント384件の後、大豆粕は5営業日で中央値 -0.2% 動き（47% が上昇。中央50%は -1.7% から +1.6%）、20営業日では -0.5% 動きました。

2018/05/10China set to trim 2018/19 soybean imports as trade row boosts prices-3.2%
2018/07/12Importers snap up cheap U.S. soybeans as China stops buying-1.4%
2018/12/27As trade war crushes China's soybean mills, U.S. rivals make hay+3.1%
2018/12/24China imports zero US soybeans in Nov for first time since trade war started+0.2%
2018/08/01Why Soybeans Are at the Heart of the U.S.-China Trade War-2.5%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

大豆 SOY · GP ▸

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大豆粕 SBM · GP ▸

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