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2018/09/20貿易中国

Inside China's strategy in the soybean trade war

China is reportedly confident it can reduce its reliance on U.S. soybeans by cutting soymeal rations for hogs from about 20% to 12%, a change that could reduce demand by up to 27 million tonnes a year. The 25% Chinese tariff on U.S. soybeans is accelerating this push.

重要性

A sustained cut in China's soymeal inclusion would structurally reduce import demand for U.S. soybeans and soymeal, pressuring U.S. soybean and meal prices.

影響を受ける銘柄大豆▼大豆粕▼

1 件のソース
cnbc.comReuters2018/09/20

価格反応と履歴

大豆▼弱気現時点1d +2.4%5d +2.4%20d +6.7%

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。

2018/12/27Inside China's strategy in the soybean trade war+3.5%
2018/08/01Why Soybeans Are at the Heart of the U.S.-China Trade War-1.6%
2025/12/01How the Lowly Soybean Got Trapped in the Crossfire of the U.S.-China Trade Wars-2.9%
2018/11/12U.S. soybean farmers hang on for dear life in Trump's China trade war+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 +1.6%5d +0.4%20d +5.6%

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。

2018/12/27Inside China's strategy in the soybean trade war+3.1%
2018/08/01Why Soybeans Are at the Heart of the U.S.-China Trade War-2.5%
2025/12/01How the Lowly Soybean Got Trapped in the Crossfire of the U.S.-China Trade Wars-2.5%
2018/12/27As trade war crushes China's soybean mills, U.S. rivals make hay+3.1%
2019/03/14Why U.S. growers are betting the farm on soybeans amid China trade war+3.8%

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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