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2026. 8. 1.무역미국

Tariffs, in the way of larger China purchases of US soybeans: market sources

Market sources say remaining Chinese tariffs of 13% on US soybeans are limiting commercial purchases, leaving demand mainly with state buyers. USDA had confirmed about 2.0 million mt of US soybean sales to China this year, well short of the 25 million mt annual objective.

Trump and Xi are expected to meet in September.

중요한 이유

Chinese tariffs cap US soybean demand and keep Brazil as the main supplier, so a tariff cut would be a major bullish trigger for US soybean prices.

영향 대상대두▼대두박◆

출처 1건
spglobal.comElizabeth Machuca, Grace Tan, Jose Roberto Gomes2026. 8. 1.

가격 반응 및 이력

대두▼하락현재까지1d -0.3%5d -1.3%20d +8.9%

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%.

2018. 5. 9.China cutting US soybean purchases in face of tariffs threat | AP News+0.7%
2023. 9. 22.China cuts soybean purchases from the US in August+0.5%
2020. 6. 1.China asks state firms to halt purchases of U.S. soybeans, pork, sources say+3.2%
2018. 3. 9.China says U.S. soybeans 'prime target' over tariffs: trade group-1.2%
2025. 8. 11.US soybean market skeptical China will follow through on Trump’s purchase request+5.7%

대두박◆중립현재까지1d +0.5%5d -0.8%20d +8.2%

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%.

2020. 6. 2.China buys U.S. soybeans after halt to U.S. purchases ordered: sources+1.9%
2025. 4. 9.Wave of US soybeans set to reach China's shores despite tariffs+1.4%
2020. 3. 25.China's purchase of US soybeans spike in Jan-Feb under phase one deal-3.2%
2018. 3. 9.China says U.S. soybeans 'prime target' over tariffs: trade group-2.5%
2019. 9. 12.Ahead of trade talks, China makes biggest US soybean purchases since June, traders say+0.7%

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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