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A USDA attaché report says Indonesia's soybean subsidy program, launched in April, slowed purchases, cutting 2021-22 imports to 2.68 million tonnes, 13% lower year on year. Imports for 2022-23 are forecast at 2.8 million tonnes, and soybean meal consumption is expected to rise to 5.4 million tonnes.
Lower Indonesian soybean imports reduce import demand for South American and US beans. Rising meal consumption, however, supports South American meal exports.
在过去 369 次看跌的政策事件之后,大豆 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 +0.8%。
在过去 172 次看涨的政策事件之后,豆粕 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.5% 至 +1.7%),20 个交易日内为 -0.8%。
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。