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2026. 8. 8.무역중국

China July soybean imports drop on sow herd size concerns - Markets

China's July soybean imports fell 1.6% year on year to 11.48 million tons, according to customs data. Analysts linked the drop to a high base from last year's Brazilian buying and to reduced purchases on expectations of weaker feed demand from a shrinking sow herd.

January-July imports still rose 0.7%.

중요한 이유

Softer July arrivals and weaker feed demand expectations reduce near-term import pull on soybeans and meal. Arrivals expected above 10 million tons in August, however, keep crush and meal supply firm.

영향 대상대두▼대두박◆

출처 1건
brecorder.comReuters2026. 8. 8.

가격 반응 및 이력

대두▼하락현재까지1d +0.1%5d +1.5%20d +11.9%

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%.

2021. 9. 7.China's August soybean imports fall on flat demand - Markets - Business Recorder-0.8%
2023. 8. 20.China July soybean imports from US tumble, Brazil shipments surge - Markets - Business Recorder+1.3%
2022. 9. 20.China’s soybean imports from Brazil plunge in August - Markets - Business Recorder-3.4%
2021. 6. 21.China's May soybean imports from Brazil surge 82% vs April - Markets - Business Recorder-4.7%
2026. 3. 17.Chicago soybeans fall - Markets - Business Recorder+0.7%

대두박◆중립현재까지1d -1.1%5d +0.2%20d +11.8%

과거 중립 무역 이벤트 224건 이후, 대두박은 5거래일 동안 중앙값 -0.2% 변동(상승 43%; 중간 50% 범위 -1.7%~+1.2%), 20거래일 동안 -0.2%.

2025. 8. 7.China soybean imports hit record July high on strong Brazil exports, US trade uncertainties | Reuters+4.3%
2025. 12. 8.China Set for Record 2025 Soybean Imports on Brazil Buys, U.S. Trade Truce-1.5%
2023. 1. 17.China’s December soybean imports jump-8.4%
2019. 1. 25.China's 2018 soybean imports from U.S. hit lowest since 2008-0.7%
2021. 3. 31.South Korea's NOFI tenders for 60,000 tonnes soymeal - 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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대두박 SBM · GP ▸

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