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2026. 1. 9.무역중국

The Farmer's Exchange Online Report Shows Changes in China's Soybean Reliance

A University of Illinois analysis reports that China imports about 100 million tons of soybeans a year, mostly from the US and Brazil. It says China is pursuing soybean self-sufficiency by reducing soybean meal use and expanding domestic soybean output.

The article focuses on the Ministry of Agriculture's target for lower soymeal inclusion in feed.

중요한 이유

If China lowers soymeal inclusion rates in feed, its long-run demand for soybean meal and soybeans would shrink, which is bearish for global soybean complex prices and export demand from Brazil and the US.

영향 대상대두박▼대두▼

출처 1건
farmers-exchange.net2026. 1. 9.

가격 반응 및 이력

대두박▼하락현재까지1d -0.1%5d -3.0%20d +0.8%

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%.

2023. 9. 22.China cuts soybean purchases from the US in August+0.5%
2018. 12. 27.Inside China's strategy in the soybean trade war+3.1%
2018. 9. 20.Inside China's strategy in the soybean trade war+0.4%
2018. 1. 25.Soy source: Brazil's share of soybean exports to China hits record-1.2%
2025. 10. 3.US soybean farmers, deserted by big buyer China, scramble for other importers | Reuters-0.0%

대두▼하락현재까지1d +0.1%5d +0.6%20d +6.5%

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. 5. 2.The Farmer's Exchange Online China Says It Doesn't Need U.S. Grain-0.3%
2026. 4. 20.Evening Report | China pencils in soybean-import slash - Pro Farmer-0.3%
2018. 11. 12.U.S. soybean farmers hang on for dear life in Trump's China trade war+1.9%
2018. 5. 4.Angst in farm belt after reports that China halted buying US soybeans-2.9%
2018. 4. 4.CPO to gain from China’s soybean import tariff | The Star+1.2%

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.

대두박 SBM · GP ▸

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대두 SOY · GP ▸

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