加载中…

Soybeans are emerging as the most powerful bargaining chip in escalating US-China trade tensions. China takes about a third of the US soybean crop, mainly for feed for its pig herd.
Beijing is reportedly studying restrictions on soybean imports as retaliation for US tariffs on washing machines and solar panels.
The risk of Chinese restrictions on US soybeans threatens a major export outlet and could widen basis and weigh on futures. Brazil and Argentina would likely capture displaced Chinese demand.
在过去 53 次看跌的地缘政治事件之后,大豆 在 5 个交易日内中位数变动 -0.3%(47% 上涨;中间一半区间为 -1.9% 至 +1.2%),20 个交易日内为 +1.0%。
在过去 17 次看跌的地缘政治事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -2.4% 至 +1.9%),20 个交易日内为 +0.3%。
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。