
Chinese purchases of U.S. soybeans have lagged amid a reported de facto boycott linked to the Trump administration's tariffs on Chinese washing machines and solar panels. Chinese quality standards on foreign material and lower protein in the 2017 U.S. crop have also weighed.
USDA cut the 2017/18 U.S. soybean export forecast by 60 million bushels, following a 65 million bushel cut in January.
Repeated USDA export cuts signal weaker US demand and larger carryout, which is bearish for soybeans and meal. Growing Brazilian share of China's market reinforces the pressure.
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%。
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%。
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。