
Maritime Strategies International reports US soybean exports fell 41% year on year in September and October, with shipments to China down 96%. Exports to other destinations rose 86%, and China imported only 67,000 tonnes of US soybeans in September versus 2.9 million a year earlier, due to a 25% Chinese tariff.
Chinese tariffs have shifted US soybean flows to Brazil, Argentina and Iran at lower prices, and the trade-war loss of China demand keeps US soybean export demand weaker. Any reopening of Chinese purchases would support US soybean and meal prices.
在过去 803 次看跌的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.7%),20 个交易日内为 +0.9%。
在过去 224 次中性的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(43% 上涨;中间一半区间为 -1.7% 至 +1.2%),20 个交易日内为 -0.2%。
历史可比事件尚不足,暂无法给出历史解读。
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。