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India banned broken rice exports and imposed a 20% duty on most rice grades, excluding parboiled and basmati. The measures follow below-average monsoon rainfall that cut planting and caused an estimated 5.6% year-on-year fall in production.
Nomura's estimate was cited as the basis for the production decline.
As the largest rice exporter, India's restrictions reduce global supply and make the new duty likely to shift demand toward Thailand and Vietnam. This should lift international rice prices.
在过去 168 次看涨的政策事件之后,稻谷 在 5 个交易日内中位数变动 +0.8%(57% 上涨;中间一半区间为 -1.7% 至 +2.1%),20 个交易日内为 -0.4%。
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。