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China's imports of U.S. soybeans for the 2021/22 marketing year are expected to fall at least 20% from last season, to under 30 million tonnes. Hurricane Ida disrupted crop-loading at U.S. ports in September, cutting China-bound shipments 81% that month, while an early Brazil crop shortens the U.S. export window.
Weaker Chinese buying of U.S. beans leaves more supply for other buyers and pressures U.S. soybean export basis and futures, while Brazil's earlier harvest pulls demand toward South American origin.
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。