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Brazil's slow soybean harvest is delaying supplies reaching buyers, but China does not appear concerned. US soybean export sales to China spiked for a week in mid-January but have mostly been below average since.
US sales to China accounted for 47% of bookings for 2024-25, a 17-year low outside trade-war periods.
Chinese buyers avoiding US cargoes despite Brazilian delays leaves US soybean demand weak and supports pressure on prices. Brazil remains the dominant supplier to China.
reuters.comKaren Braun2025年2月1日在过去 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。
