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Analysis of U.S. customs data shows China's purchases of goods under the Phase One deal rose 25% in August versus June. Corn sales to China soared 513% and soybean sales rose 432% over the same period, though total commitments remain far from met.
Rapid buying lifts U.S. corn and soybean export demand, but a large gap to Phase One commitments leaves the risk that purchases slow if trade relations sour. Price support depends on whether buying is sustained into the U.S. election period.
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。