
Chinese companies say they are securing overseas soybeans and soybean meal substitutes to offset falling US soybean imports. Over 36 million tons of South American soybeans arrived in China during May-August, and COFCO has inquired about canola, cottonseed and sunflower meals from India, Canada and Ukraine.
Replacing US soybeans and soybean meal with South American beans and alternative meals reduces US export demand and keeps pressure on US soybean and meal prices, while supporting competing meals such as canola meal.
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%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 384 次看跌的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 -0.5%。
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。