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Record Brazilian soybean arrivals into China are weighing on soymeal purchases, with over 11 million tonnes due at ports in June and further large volumes expected in July and August. Traders say Chinese demand has not risen as expected, and hog-farmer losses are pressuring soymeal use.
Heavy Chinese soybean supply and weak meal demand point to softer soybean and soymeal prices and possible cancellations of forward meal contracts, which would weigh on export demand for Brazilian and US beans.
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%。
在过去 384 次看跌的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 -0.5%。
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。