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CoBank's economist says Chinese demand for US meat and crops has lifted prices and could keep them strong through the fall of 2022. US agricultural exports to China set a record in the last nine months.
The Phase 1 deal, which targets $40 billion a year in ag purchases, expires at year-end.
Sustained Chinese purchases, especially seasonal soybean buying from October to December, support US soybean and feed prices. Uncertainty after the Phase 1 deal expires adds risk to the outlook.
在过去 696 次看涨的贸易事件之后,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 -1.3% 至 +1.9%),20 个交易日内为 +0.7%。
在过去 729 次看涨的贸易事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(56% 上涨;中间一半区间为 -1.1% 至 +1.8%),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。