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Brazil's 2025/26 soybean estimate was left unchanged at 176.0 million tons, with most private analysts having trimmed forecasts after irregular October and November rain. Soybean planting in Brazil is in the low 90% range, slightly behind last year, with Rio Grande do Sul lagging at 74% planted versus an 81% average.
A neutral-to-lower bias in Brazilian soybean estimates reduces expected export supply, which can support soybean and meal prices if dryness persists in the south.
在过去 1,079 次看涨的天气事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.9%。
在过去 453 次看涨的天气事件之后,豆粕 在 5 个交易日内中位数变动 +0.5%(55% 上涨;中间一半区间为 -1.6% 至 +2.7%),20 个交易日内为 +0.5%。
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。