China’s reliance on soybean imports continues despite cutback plans

과거 중립 정책 이벤트 554건 이후, 대두은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.4%~+1.6%), 20거래일 동안 +0.6%.

• 2024. 6. 7.China to remain reliant on us soybeans and sorghum despite self-sufficiency push - Chinadaily.com.cn-0.9%
• 2018. 1. 31.Despite Continued Challenges, China Offers Huge Potential for U.S. Farm Exports | USDA Foreign Agricultural Service-1.4%
• 2025. 10. 17.Deforestation for soy continues in Brazilian Cerrado despite EUDR looming+3.4%
• 2022. 10. 19.In Argentina, controls spawn soybean and 'Netflix' currency rates | Reuters+0.7%
• 2021. 8. 26.How to delink the UK’s soybean imports and livestock supply chains from deforestation in the Amazon - LSE Business Review-5.1%

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. 12. 31.Can China Reduce Soybean Import Demand? Evaluating Soybean Meal Reduction Efforts+1.7%
• 2025. 4. 29.US soybean futures fall on trade concerns, US planting pace+0.2%
• 2023. 1. 10.China’s soybean imports have peaked and will keep falling as Beijing stresses food security, report says | South China Morning Post+2.5%
• 2025. 6. 18.China's big feed shift to curb soybean imports, strain small farmers-2.9%

과거 하락 정책 이벤트 34건 이후, 돈육 (Lean Hogs)은 5거래일 동안 중앙값 -0.3% 변동(상승 41%; 중간 50% 범위 -1.6%~+1.3%), 20거래일 동안 -1.8%.

• 2018. 7. 19.Russian meat imports continue to fall-2.9%
• 2024. 3. 28.China's Hog Herd Size to Remain in Surplus This Year Despite Smaller Sow Target - Pork Business+1.5%
• 2024. 7. 10.Challenges and Shifts in Philippines’ Livestock Industry: Production, Imports, Price Trends, and Q Fever Risk – Industry Strategic Science and Technology Plans (ISPs) Platform+1.0%
• 2022. 11. 16.China's pork prices to stay relatively stable: official - Chinadaily.com.cn-1.5%
• 2025. 10. 21.China’s pork output jumps 7% as herd glut grows | The Pig Site-1.7%