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Vietnamese 5% broken rice export prices rose to $480-$490 per tonne, the highest since late 2011, as supplies stayed constrained. Border closures with Cambodia cut paddy purchases, and India and Thailand also face worker shortages and limited supply.
Vietnamese exporters have stopped signing new contracts because their rice is now expensive relative to competitors.
Coronavirus restrictions are limiting paddy and milling supply across major Asian exporters, which keeps global export prices elevated. High Vietnamese prices could slow new sales and shift demand to cheaper origins.
在过去 21 次看涨的物流事件之后,稻谷 在 5 个交易日内中位数变动 -0.5%(38% 上涨;中间一半区间为 -2.0% 至 +1.8%),20 个交易日内为 +3.6%。
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。