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PUSK analysts forecast Ukraine will harvest at least 11.5-12 million tons of sunflower seed despite southern drought. They expect new-crop prices of UAH 19,000-20,000/t at the start, falling to UAH 16,000-17,000 in September-October if closed deep-sea ports limit exports.
Limited port access keeps the seed supply heavy in autumn, which tends to cap sunflower meal and oil export prices and pressures the crush sector.
历史可比事件尚不足,暂无法给出历史解读。
在过去 13 次看跌的物流事件之后,豆油 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.3% 至 +3.0%),20 个交易日内为 +0.3%。
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。