
Farmdoc analysts examine whether China can reduce its soybean import demand through its policy to cut soybean meal inclusion in animal feed. China imports about 100 million tonnes of soybeans a year, more than 90% from the US and Brazil.
The article assesses how changes in Chinese feed formulations would shift those flows.
Lower Chinese soybean meal inclusion would cut import demand for soybeans and meal, weighing on US and Brazilian export prices. Buyers should watch whether feed-formula changes translate into measurable import declines.
在过去 369 次看跌的政策事件之后,大豆 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 +0.8%。
在过去 223 次看跌的政策事件之后,豆粕 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -2.2% 至 +1.2%),20 个交易日内为 -0.6%。
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。