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China plans to buy more meat, dairy and grains from Latin America, Europe and the Pacific as US trade tensions escalate. Expected purchases include European pork, Brazilian and Australian beef, and more Australian sorghum.
Brazil and Argentina are expected to supply more soybeans because of the higher US duties.
Reallocating Chinese demand to Brazil, Argentina and Australia changes global export flows and supports those origins' prices. US exporters lose share in China, which weighs on US soybean and sorghum prices.
reuters.comNaveen Thukral2025年3月5日在过去 250 次中性的贸易事件之后，大豆 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -1.4% 至 +1.6%），20 个交易日内为 -0.2%。
历史可比事件尚不足，暂无法给出历史解读。
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。
