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China's retaliatory tariffs have cut U.S. soybean exports to China, but shipments to Southeast Asia have jumped about 90%, suggesting Chinese buyers are routing purchases through third countries. U.S. beans have become comparatively cheap due to the trade war and a large harvest.
Rerouting lets some U.S. soybeans reach Chinese crushers, limiting the downside for U.S. prices, but discounts on U.S. beans reflect weaker export margins. Feed buyers may see cheaper soymeal supply from re-exported origins.
asia.nikkei.comMAIKO SUGIYAMA, Nikkei staff writer2018年10月23日在过去 250 次中性的贸易事件之后，大豆 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -1.4% 至 +1.6%），20 个交易日内为 -0.2%。
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%。
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。
