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The USDA has begun using global exporters' data rather than Chinese customs data to estimate China's soybean imports. The change follows a growing gap between exporter shipment figures and Chinese customs records that emerged in 2023, and the USDA raised its 2022-23 China import estimate by 3.6%.
The revised methodology changes the baseline for China's soybean demand that drives global balance sheets and price expectations. The effect is a reset of estimates rather than a change in actual trade flows.
agriculture.comReuters2024年3月14日在过去 563 次中性的报告事件之后，大豆 在 5 个交易日内中位数变动 -0.1%（48% 上涨；中间一半区间为 -1.7% 至 +1.6%），20 个交易日内为 -0.1%。
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。
