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2025. 12. 31.정책중국

Can China Reduce Soybean Import Demand? Evaluating Soybean Meal Reduction Efforts

Farmdoc analysts examine whether China can reduce its soybean import demand through its policy to cut soybean meal inclusion in animal feed. China imports about 100 million tonnes of soybeans a year, more than 90% from the US and Brazil.

The article assesses how changes in Chinese feed formulations would shift those flows.

중요한 이유

Lower Chinese soybean meal inclusion would cut import demand for soybeans and meal, weighing on US and Brazilian export prices. Buyers should watch whether feed-formula changes translate into measurable import declines.

영향 대상대두▼대두박▼

출처 1건
agriculture.comFarmdoc2025. 12. 31.

가격 반응 및 이력

대두▼하락현재까지1d -1.5%5d +0.6%20d +2.5%

과거 하락 정책 이벤트 369건 이후, 대두은 5거래일 동안 중앙값 -0.2% 변동(상승 46%; 중간 50% 범위 -1.7%~+1.8%), 20거래일 동안 +0.8%.

2023. 4. 10.China makes an effort to reduce soybean imports+0.5%
2025. 1. 1.China’s crop import curbs causing soybean shortage-1.1%
2024. 8. 1.Will US court ruling affect demand for soybean oil and meal?-0.8%
2017. 11. 28.Soybean meal: lower export duties in Argentina+0.3%
2018. 6. 4.Argentina: Argentina’s Delay of Soybean Export Tax Reduction Unlikely | USDA Foreign Agricultural Service-5.1%

대두박▼하락현재까지1d -0.6%5d +1.7%20d +0.8%

과거 하락 정책 이벤트 223건 이후, 대두박은 5거래일 동안 중앙값 -0.3% 변동(상승 45%; 중간 50% 범위 -2.2%~+1.2%), 20거래일 동안 -0.6%.

2023. 4. 10.China makes an effort to reduce soybean imports+0.7%
2025. 4. 30.China’s reliance on soybean imports continues despite cutback plans | Sea and Job-1.5%
2024. 8. 1.Will US court ruling affect demand for soybean oil and meal?-3.0%
2021. 4. 21.China Seeking Alternatives to Corn and Soybean Meal | Red River Farm Network+3.5%
2017. 11. 28.Soybean meal: lower export duties in Argentina+2.5%

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.

대두 SOY · GP ▸

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대두박 SBM · GP ▸

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