◂ 이벤트 타임라인

2023. 10. 27.무역중국

China increases imports and processing of soybeans and cancels purchase agreements

China's soybean processing rose 29% week on week to 2 million tonnes, while soybean stocks fell 16% to 4 million tons. Chinese buyers reportedly cancelled 8-10 tonnes of Brazilian soybeans for November delivery as processing margins favored Brazil.

Meal sales in China were weak and processors expect further meal price declines.

중요한 이유

Weak Chinese meal demand and cancelled Brazilian cargoes point to softer soybean meal prices and reduced export demand for Brazilian beans, pressuring protein feed costs.

영향 대상대두박▼대두▼

출처 1건
ukragroconsult.com2023. 10. 27.

가격 반응 및 이력

대두박▼하락현재까지1d +2.4%5d -0.1%20d +7.3%

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%.

2026. 10. 21.Argentina plans to increase soybean crush and exports in 2026/27-3.1%
2019. 10. 14.China September soybean imports ease on falling animal feed demand+0.5%
2023. 9. 22.China cuts soybean purchases from the US in August+0.5%
2025. 6. 9.Decline of China's Soybean Meal Market Amid Rising Imports-1.2%
2026. 8. 12.Argentina increases new-crop soybean crushing+2.5%

대두▼하락현재까지1d +1.4%5d +1.9%20d +4.0%

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%
2019. 10. 14.China September soybean imports ease on falling animal feed demand-0.2%
2020. 6. 1.China asks state firms to halt purchases of U.S. soybeans, pork, sources say+3.2%
2026. 8. 1.Tariffs, in the way of larger China purchases of US soybeans: market sources-1.3%
2023. 9. 22.China cuts soybean purchases from the US in August+0.5%

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.

대두박 SBM · GP ▸

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대두 SOY · GP ▸

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