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At least 20 soybean crushing plants in China shut down to comply with industrial power curbs, including a Louis Dreyfus facility in Tianjin. Cash soymeal prices in Tianjin rose about 100 yuan a tonne to 3,920 yuan as buyers worried about short-term supply before the National Day holidays.
Lower crush volumes reduce soymeal output and cut soybean demand, tightening feed ingredient supply in the world's largest consumer market. The result is higher soymeal prices and weaker soybean crush demand.
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。