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Trase research finds that in 2020, 16% of soy from the Amazon and Cerrado was grown on farms not complying with Brazil's Forest Code, with another 58% showing possible breaches. Most of the affected soy went to China and the EU, and official data is limited, which makes verification difficult.
Verification gaps could slow Brazilian soy shipments to the EU and raise compliance costs, which could tighten supply to Europe and firm premiums for certified origins.
trase.earth2023年9月26日在过去 554 次中性的政策事件之后，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 -1.4% 至 +1.6%），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。
