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South Korea, Japan and Vietnam are increasing purchases of US corn as China cuts back its imports. Brazil is also gaining Chinese business as Beijing diversifies its grain supply.
US corn exports to China peaked in September 2021 and have trended lower since mid-2022.
Redirected US corn demand toward other Asian buyers partly offsets lost Chinese orders, leaving the net price effect for corn mixed. Brazilian gains reduce competition for US soy and corn in China.
在过去 480 次中性的贸易事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.1% 至 +1.6%),20 个交易日内为 +0.7%。
在过去 803 次看跌的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.7%),20 个交易日内为 +0.9%。
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。