◂ 이벤트 타임라인

2024. 12. 20.무역중국

China’s Nov soy imports from Brazil falls 25% y/y, US arrivals jump - Markets

China's soybean imports from Brazil fell 25% year on year in November, while arrivals from the United States rose to 2.79 million tons from 2.29 million a year earlier. Buyers rushed to secure U.S. supplies ahead of expected trade tensions under Trump, and January-November imports reached a record pace.

중요한 이유

Shifting origin mix shows Chinese buyers front-loading U.S. beans, which supports near-term U.S. export demand but leaves the overall price impact modest.

영향 대상대두◆

출처 1건
brecorder.comReuters2024. 12. 20.

가격 반응 및 이력

대두◆중립현재까지1d +1.2%5d +1.8%20d +10.8%

과거 중립 무역 이벤트 250건 이후, 대두은 5거래일 동안 중앙값 +0.0% 변동(상승 50%; 중간 50% 범위 -1.4%~+1.6%), 20거래일 동안 -0.2%.

2024. 10. 20.China September soy imports from US up 13-fold Y/Y - Markets - Business Recorder+1.8%
2023. 1. 18.India’s soymeal exports to jump as drought curbs Argentine supply: industry officials - Markets - Business Recorder-3.3%
2026. 4. 20.China's US soybean imports recover in March but lag year-earlier levels | MarketScreener Saudi Arabia-0.3%
2026. 9. 29.US soybeans rise on bargain buying, China tariff decision limits gains - Markets - Business Recorder-0.6%
2023. 3. 1.Wheat recovers from 2021 lows; Black Sea grain in focus - Markets - Business Recorder+2.3%

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.

대두 SOY · GP ▸

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