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Dry bulk freight held relatively stable in late February, with Capesize Brazil to North China rates near the year's highs at just below $22 per tonne. Panamax Continent to Far East rates rose, while Supramax Indo rates stayed weak, and demand tonne-day growth continued to decline from late-2023 peaks.
Sustained strength on the Brazil-to-China capesize lane keeps ocean freight a cost component for Brazilian soy and feed exports to Asia, while slowing demand growth limits how much further rates can rise.
历史可比事件尚不足,暂无法给出历史解读。
在过去 230 次中性的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.4%(55% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.1%。
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。