
New US tariffs on Chinese and Mexican imports are set to take effect, with a 25pc tariff on Mexico and a 10pc tariff on China from 1 February. China and Mexico together took 48pc of US corn exports and 61pc of US soybean exports since 2019, and undelivered Chinese soybean and Mexican corn and soybean purchases are at risk of cancellation.
Retaliatory tariffs could cut sales to the two largest buyers of US corn and soybeans, pressuring US prices and widening basis. Heavy pre-tariff shipments have so far cushioned the impact.
在过去 683 次看跌的贸易事件之后,玉米 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 +0.3%。
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。