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Chinese crushers sold nearly 2 million tonnes of soymeal to feed mills on August 5, the largest single-day sale of 2025, with feed mills booking about 19 million tonnes for October to January delivery. Sales were driven by attractive prices and concerns over stalled US-China trade talks.
Heavy forward buying locks in Chinese soymeal demand for Q4 and reduces the need for imported US soybeans during the peak export season, which is supportive for soymeal prices but bearish for US soybean export prospects.
在过去 342 次看涨的贸易事件之后,豆粕 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.1% 至 +2.6%),20 个交易日内为 +0.6%。
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。