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Dry bulk freight rates fell to their lowest since March 2016 as freight demand from China collapsed during the Lunar New Year lull. The Baltic Dry Index dipped to 415 on February 7 and has recovered only slightly, and Capesize rates have turned negative.
Ocean freight for soybeans and grain is cheap, which lowers the landed cost of imported feed ingredients. Weak shipping demand from China also points to lower Chinese import demand for soybeans.
历史可比事件尚不足,暂无法给出历史解读。
在过去 297 次看跌的物流事件之后,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 -1.5% 至 +1.8%),20 个交易日内为 +0.7%。
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。