◂ 이벤트 타임라인

2020. 9. 25.무역미국

China Buying Spree Revives Export Profits for Top Crop Traders

Major agricultural commodity traders are earning the highest export profits in years, driven largely by Chinese buying of U.S. corn and soybeans. Gulf elevation margins are near five-year highs as the ADM export terminal is offline for repair until early 2021.

중요한 이유

Heavy export sales and a constrained Gulf terminal push up export basis and logistics costs for U.S. corn and soybeans. This supports Gulf cash prices while tightening the flow of exports.

영향 대상밀 (SRW)▲대두▲옥수수▲

출처 2건
caixinglobal.com2020. 9. 25.
thehindubusinessline.comBloomberg2020. 9. 25.

가격 반응 및 이력

밀 (SRW)▲상승현재까지1d -0.2%5d +6.5%20d +10.5%

과거 상승 무역 이벤트 431건 이후, 밀 (SRW)은 5거래일 동안 중앙값 +0.0% 변동(상승 50%; 중간 50% 범위 -1.3%~+2.1%), 20거래일 동안 +0.5%.

2020. 2. 19.China Sets Up Duty Waivers for U.S. Commodity Purchases - Caixin Global-1.6%
2021. 3. 19.China Ramps Up Farm Imports to Plug Shortages, Keep Prices Down - Caixin Global+0.8%
2025. 5. 9.EXCLUSIVE: China buys Canadian, Australian wheat as heat hits crop, traders say | Reuters-0.1%
2020. 12. 9.China’s Grain Imports Surge 30% on Rising Livestock Demand - Caixin Global-1.1%
2023. 10. 31.Exclusive: China snaps up Australian, French wheat as crop damage spurs buying spree-1.7%

대두▲상승현재까지1d +0.2%5d +2.3%20d +7.4%

과거 상승 무역 이벤트 696건 이후, 대두은 5거래일 동안 중앙값 +0.3% 변동(상승 54%; 중간 50% 범위 -1.3%~+1.9%), 20거래일 동안 +0.7%.

2026. 9. 16.China's soybean buying revival boosts US export outlook; tariffs cloud prospects | S&P Global+0.5%
2020. 2. 19.China Sets Up Duty Waivers for U.S. Commodity Purchases - Caixin Global-1.5%
2019. 10. 23.Chinese Buyers Return to Market for U.S. Soy After Tariff Waivers Granted - Caixin Global-1.7%
2019. 11. 29.U.S. Soy’s Flowing Into China Again as Port Congestion Eases - Caixin Global+0.3%
2017. 8. 22.Chinese Buyers Ink $1.5 Billion of Contracts Prior to U.S. Soy Global Trade Exchange - U.S. Soybean Export Council+0.3%

옥수수▲상승현재까지1d +0.3%5d +3.9%20d +8.6%

과거 상승 무역 이벤트 729건 이후, 옥수수은 5거래일 동안 중앙값 +0.4% 변동(상승 56%; 중간 50% 범위 -1.1%~+1.8%), 20거래일 동안 +0.5%.

2020. 2. 19.China Sets Up Duty Waivers for U.S. Commodity Purchases - Caixin Global-2.5%
2019. 11. 1.China Trade Reversal to Spike Poultry Prices | Food Processing+0.4%
2021. 3. 19.China Ramps Up Farm Imports to Plug Shortages, Keep Prices Down - Caixin Global+11.4%
2020. 12. 9.China’s Grain Imports Surge 30% on Rising Livestock Demand - Caixin Global+1.3%
2020. 12. 23.China’s Soy Imports to Top 100 Million Tons as U.S. Supply Jumps - Caixin Global+4.2%

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.

밀 (SRW) WHEAT · GP ▸

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대두 SOY · GP ▸

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