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2025. 10. 20.무역중국

China imports no US soybeans in September for first time in seven years

China imported no soybeans from the US in September, the first zero month since November 2018, down from 1.7 million tons a year earlier. Brazil supplied 85.2% of China's imports as South American shipments surged, with tariffs and depleted old-crop US supplies cited as reasons.

중요한 이유

Zero Chinese imports from the US reflect lost export demand, pressuring US soybean prices while Brazil gains market share and supplies ample export availability.

영향 대상대두▼대두박▼

출처 1건
reuters.comElla Cao, Lewis Jackson2025. 10. 20.

가격 반응 및 이력

대두▼하락현재까지1d +1.2%5d +2.2%20d +9.1%

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%.

2018. 12. 24.China imports zero US soybeans in Nov for first time since trade war started-0.3%
2020. 11. 30.China September Soybean Imports Ease | Feed & Grain-2.4%
2017. 12. 22.China tightens import rules for U.S. soybeans+0.3%
2022. 11. 7.China’s October soybean imports slide to lowest in eight years+0.3%
2018. 11. 1.China slashed its imports of U.S. sorghum, soybean, and corn in September+3.4%

대두박▼하락현재까지1d +1.7%5d +4.3%20d +15.7%

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%.

2018. 12. 24.China imports zero US soybeans in Nov for first time since trade war started+0.2%
2020. 11. 30.China September Soybean Imports Ease | Feed & Grain-2.4%
2025. 10. 3.US soybean farmers, deserted by big buyer China, scramble for other importers | Reuters-0.0%
2018. 10. 18.Trade off: China soybean imports set for biggest drop in 12 years amid tariff conflict-5.4%
2019. 10. 14.China September soybean imports ease on falling animal feed demand+0.5%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

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