◂ 이벤트 타임라인

2018. 7. 11.무역중국

COFCO says China can replace U.S. soy imports with alternatives: state media

State media reported that COFCO says China can replace U.S. soybean imports with supplies from South American countries. China bought 32.9 million tonnes of U.S. soybeans in 2017, which was 34% of its total purchases.

중요한 이유

Confidence that China can substitute Brazilian and Argentine beans reduces the long-run demand premium for U.S. soybeans, which is bearish for U.S. soybean prices and supportive for South American origin flows.

영향 대상대두▼대두박◆

출처 1건
reuters.com2018. 7. 11.

가격 반응 및 이력

대두▼하락현재까지1d -2.6%5d -1.5%20d +4.3%

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%.

2019. 8. 21.Feed alternatives reducing soybean demand in China - Benison Media-1.1%
2018. 8. 22.China's COFCO Meat imports pork from Chile, Europe as U.S. trade war bites-6.2%
2020. 11. 20.China Targets U.S. Farm Imports With Tariffs on Soy, Corn - Pork Business+1.2%
2018. 8. 1.Why China’s pork producers can survive without US soybean imports | South China Morning Post-1.6%
2025. 8. 1.China’s soybean meal stockpiles rise, US soybean imports in doubt+1.0%

대두박◆중립현재까지1d -0.4%5d -1.6%20d -0.5%

과거 중립 무역 이벤트 224건 이후, 대두박은 5거래일 동안 중앙값 -0.2% 변동(상승 43%; 중간 50% 범위 -1.7%~+1.2%), 20거래일 동안 -0.2%.

2022. 1. 20.China's 2021 soy imports from U.S. rise while Brazilian shipments fall | Reuters+0.2%
2018. 9. 20.As U.S.-China trade row grows, India urges China to drop meal import ban: sources+0.4%
2025. 12. 8.China Set for Record 2025 Soybean Imports on Brazil Buys, U.S. Trade Truce-1.5%
2023. 1. 17.China’s December soybean imports jump-8.4%
2019. 1. 25.China's 2018 soybean imports from U.S. hit lowest since 2008-0.7%

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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