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China is considering allowing large-scale imports of Brazilian soybean meal to ease a domestic shortage. Chinese soybean imports in October fell 19% year on year to 4.14 million mt, the lowest October volume since 2014, and spot soybean meal prices are up about 61% from a year earlier.
Many market participants doubt crushers would import even if approval is granted.
A tight Chinese meal market supports global soybean meal prices, while a possible Brazilian meal import channel could ease demand pressure on Brazilian and Argentine meal exporters if approved.
spglobal.com2022年11月15日在过去 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 250 次中性的贸易事件之后，大豆 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -1.4% 至 +1.6%），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。
