
Traders say China's 25% tariff on 106 US products including soybeans could lift palm oil demand in the short term, since higher Chinese soyoil prices narrow the price gap in palm's favor. Malaysian palm briefly fell more than 2% after the announcement before ending firmer and reaching a one-month high the next day.
Higher Chinese soyoil costs make palm a cheaper substitute, supporting palm prices, while US soy and soyoil are pressured by reduced Chinese purchases.
在过去 133 次看涨的贸易事件之后,棕榈油 在 5 个交易日内中位数变动 +0.7%(64% 上涨;中间一半区间为 -0.8% 至 +2.3%),20 个交易日内为 +1.7%。
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%。
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。