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EU Agriculture Commissioner Janusz Wojciechowski said on 16 December that the EU should gradually reduce soy imports from third countries, though not overnight. He pointed to supporting homegrown protein crop and feed production under the new CAP as the route.
A sustained push to cut EU soybean and soymeal imports would reduce demand from Americas exporters over the long run, a bearish signal for soybeans and soybean meal, though the timeline is slow.
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 223 次看跌的政策事件之后,豆粕 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -2.2% 至 +1.2%),20 个交易日内为 -0.6%。
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。