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UkrAgroConsult reports Ukrainian ending stocks of sunflower seed and soybeans were revised down again but remain at record highs. Sunflower seed demand from Europe stayed strong through the season end, and port reopening has lifted coastal oilseed sales and prices.
Balances assume an optimistic port unblocking scenario, with a large gap between planted and harvested area.
Record stocks cap upside, but firm European demand and port reopening support oilseed prices. Feed buyers should watch whether shipments keep pace with the grain corridor.
历史可比事件尚不足,暂无法给出历史解读。
在过去 563 次中性的报告事件之后,大豆 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 -0.1%。
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。