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Ukraine's Sinofarm Ukraine says Ukraine could supply up to 1 million tons of GMO-free sunflower meal to China in the new season. Chinese buyers are seeking alternatives to US soy protein amid the trade war, and China may cut soybean imports by 10 million tons as it shifts to low-protein meals.
Chinese substitution of sunflower meal for soymeal would add supply to the protein meal market and weigh on soybean meal demand and prices, while supporting sunflower meal export prices.
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%。
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%。
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。