
Chinese state-owned firms bought at least 1 million tonnes of U.S. soybeans, a day after high-level bilateral talks progressed toward a trade deal. The cargoes are slated for April to July shipment, mostly from U.S. Gulf Coast terminals.
Purchases by state firms are believed to be for state reserves and so avoid the 25% tariff that still applies to commercial crushers.
Large state-directed buying gives U.S. soybean exports a firm demand floor and eases the surplus that built up after China halted purchases. Tariff-exempt state buying also shows how reserve purchases can bypass the tariff for commercial crushers.
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 342 次看涨的贸易事件之后,豆粕 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.1% 至 +2.6%),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。