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USDA's Foreign Agricultural Service raised its 2022/23 China soybean import forecast to a record 100.0 million tons in its August oilseeds report. China had already imported about 84.5 million tons through 10 months, and 2023/24 imports are forecast at 99.0 million tons.
Brazilian and other South American supply has been winning share from the US.
A record Chinese import forecast signals very strong global soybean demand, supporting soybean and meal prices, while the shift in origin affects US export competitiveness.
farmpolicynews.illinois.eduKeith Good2023年8月13日在过去 747 次看涨的报告事件之后，大豆 在 5 个交易日内中位数变动 +0.3%（54% 上涨；中间一半区间为 -1.4% 至 +2.1%），20 个交易日内为 +0.8%。
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。
