
USDA's November WASDE unexpectedly cut the US soybean yield to 51.2 bpa, bringing the crop to 4.425 billion bushels. Soybean prices jumped about 2.5% after the report, and tight soymeal stocks were cited as a factor.
The yield surprise tightens soybean and soymeal supplies for feed users, which supports higher prices despite weaker Chinese import expectations.
在过去 747 次看涨的报告事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.4% 至 +2.1%),20 个交易日内为 +0.8%。
在过去 414 次看涨的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -2.1% 至 +2.3%),20 个交易日内为 +0.3%。
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。
The Nov 9 WASDE surprise cut to US soybean yield (51.2 bpa) lifted soybeans about 2.5% and cited tight soymeal stocks, a direct supply-driven cause of the meal rally on that day.