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Chinese importers face much higher costs to buy an additional 8 million metric tons of US soybeans, since Brazilian supplies are far cheaper in peak export season. Beijing could still order purchases by state grain companies to please Trump ahead of his planned April China visit.
Chicago soybeans traded near a two-month high on expectations of Chinese demand.
Possible state-directed buying would add demand for US soybeans even without commercial economics, supporting US soybean prices.
agriculture.comReuters2026年2月5日
reuters.comNaveen Thukral2026年3月1日在过去 696 次看涨的贸易事件之后，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 -1.3% 至 +1.9%），20 个交易日内为 +0.7%。
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。
