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Bloomberg reports that strong Chinese demand has pushed Brazilian soybean premiums up sharply, leaving domestic crushers facing negative margins and expecting to hold off until the 2019 harvest. Brazil's soybean exports were up 13% through September, with 91% of September shipments going to China, and China has begun importing soyoil for biodiesel.
Reduced Brazilian crushing tightens soybean meal and oil supplies, which supports soybean and soyoil prices while China's soyoil imports add demand.
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 224 次看涨的贸易事件之后,豆油 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -1.5% 至 +2.1%),20 个交易日内为 -0.5%。
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。