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Conab projects Brazil's 2025-26 soybean crop at 178 million tonnes, up 6.5 million from the prior cycle, citing favorable weather. Harvest had reached 17% of planted area, and Mato Grosso yields were close to initial estimates, though overall grain yields are slightly lower.
A large Brazilian soybean crop expands global export supply and weighs on soybean and meal prices. The forecast also points to a record national grain output.
在过去 363 次看跌的天气事件之后,大豆 在 5 个交易日内中位数变动 -0.6%(42% 上涨;中间一半区间为 -2.5% 至 +1.1%),20 个交易日内为 -0.2%。
在过去 118 次看跌的天气事件之后,豆粕 在 5 个交易日内中位数变动 -0.8%(35% 上涨;中间一半区间为 -3.2% 至 +0.4%),20 个交易日内为 -1.6%。
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。