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Chinese buyers are reportedly avoiding U.S. soybeans for January delivery and later over tariff uncertainty, favoring pricier Brazilian supply. As of mid-October, China's U.S. soybean bookings for 2024-25 were at a 16-year low excluding trade-war years.
Weak Chinese demand for U.S. beans shifts export sales toward Brazil and pressures U.S. soybean prices, while Brazilian premiums may firm.
reuters.comKaren Braun2024年10月31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。
