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The Baltic Dry Index is up almost 50% since July and recently touched a five-year high despite the US-China trade war. Demand for dry bulk commodities such as iron ore, coal and grain has driven the rally, with longer routes from tariffs lifting ton-mile demand.
Higher dry bulk freight raises the landed cost of grains and meals moving on longer routes, such as South American and Black Sea cargoes into Asia, which supports FOB and CIF prices for feed buyers.
历史可比事件尚不足,暂无法给出历史解读。
在过去 230 次中性的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.4%(55% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.1%。
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。