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USDA FAS forecasts China will import 2.7 million tonnes of sunflower meal in the 2022/23 season, up 39% year on year. Ukraine supplied 74% of imports in the first eight months, while Bulgarian and Russian supplies rose sharply.
Stronger Chinese demand for sunflower meal as soybean meal prices rose supports sunflower meal values and competes with soybean meal in feed formulations. Forecast 2023/24 imports fall to 2.5 million tonnes, which could soften demand later.
历史可比事件尚不足,暂无法给出历史解读。
在过去 224 次中性的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(43% 上涨;中间一半区间为 -1.7% 至 +1.2%),20 个交易日内为 -0.2%。
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。