Conab's May report raised its 2025/26 Brazilian soybean estimate by 0.94 million tonnes to 180.12 million and its corn estimate by 0.6 million tonnes to 140.17 million. Soybean area rose to 48.17 million hectares and yields edged up.
First-crop corn output was raised while safrinha output was cut by 660,000 tonnes to 108.45 million.
A larger Brazilian soybean and corn crop adds export supply during the northern hemisphere marketing window, which is bearish for soybeans, soybean meal and corn prices.
在过去 788 次看跌的报告事件之后,大豆 在 5 个交易日内中位数变动 -0.3%(47% 上涨;中间一半区间为 -2.0% 至 +1.5%),20 个交易日内为 -0.9%。
在过去 399 次看跌的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -2.4% 至 +1.2%),20 个交易日内为 -1.0%。
在过去 1,102 次看跌的报告事件之后,玉米 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.8% 至 +1.3%),20 个交易日内为 +0.0%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。