The China Feed Industry Association is considering lowering crude protein and soybean meal content in pig and chicken feed because trade tensions with the US have reduced supplies and raised soy prices. Public comments were accepted until October 15, and the government must approve the guidelines before implementation.
China imports more than 90 million tonnes of soybeans per year.
Possible reduction in soymeal inclusion would lower China's future soybean import needs, a bearish factor for soybeans and soymeal given China's dominance of global trade.
在过去 369 次看跌的政策事件之后,大豆 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 +0.8%。
在过去 223 次看跌的政策事件之后,豆粕 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -2.2% 至 +1.2%),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。