China's Soybean Stockpile Surge: Implications for U.S. Export Season

과거 하락 무역 이벤트 803건 이후, 대두은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.7%~+1.7%), 20거래일 동안 +0.9%.

• 2025. 8. 1.China’s soybean meal stockpiles rise, US soybean imports in doubt+1.0%
• 2019. 8. 21.Argentina farmer soybean, corn sales for export more than double as peso falls - Benison Media-1.1%
• 2017. 12. 22.China tightens import rules for U.S. soybeans+0.3%
• 2019. 8. 21.Feed alternatives reducing soybean demand in China - Benison Media-1.1%
• 2018. 7. 12.Importers snap up cheap U.S. soybeans as China stops buying+1.5%

과거 하락 무역 이벤트 384건 이후, 대두박은 5거래일 동안 중앙값 -0.2% 변동(상승 47%; 중간 50% 범위 -1.7%~+1.6%), 20거래일 동안 -0.5%.

• 2025. 8. 1.China’s soybean meal stockpiles rise, US soybean imports in doubt+3.3%
• 2019. 8. 21.Argentina farmer soybean, corn sales for export more than double as peso falls - Benison Media-0.9%
• 2019. 8. 21.Feed alternatives reducing soybean demand in China - Benison Media-0.9%
• 2018. 2. 20.U.S. soybean exports in prime spot for China buys - Morning Ag Clips+1.0%
• 2018. 7. 12.Importers snap up cheap U.S. soybeans as China stops buying-1.4%

과거 중립 무역 이벤트 28건 이후, 돈육 (Lean Hogs)은 5거래일 동안 중앙값 -0.4% 변동(상승 46%; 중간 50% 범위 -2.2%~+0.7%), 20거래일 동안 -0.3%.

• 2019. 9. 16.China buys $67 million Worth of U.S. Soybeans as Trade War Eases-5.6%
• 2019. 9. 13.China to Exempt U.S. Soybeans, Pork From Punitive Tariffs-2.4%
• 2019. 11. 8.The Sprout: China's reasoning for lifting meat ban in two-fold, Bibeau says - iPolitics-1.6%
• 2019. 10. 10.China buys more U.S. soybeans, record volume of pork ahead of trade talks | Reuters+7.4%
• 2019. 9. 13.China adds some US farm products for additional tariff exemption-2.4%