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US soybeans harvested in 2017 had a lower protein content of 34.1%, tied for the lowest since measurement began in 1986. Brazilian soybeans, at around 37% protein, are winning share in China, the largest buyer.
Brazilian beans also earn a premium of about 15 cents per bushel over US supplies.
Lower US protein weakens demand for US soybeans in China and shifts meal purchases toward Brazil. This pressures US soybean export prices and reduces the value of US soymeal.
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。