关税阴云暂散 可可连跌数周创三年最长跌幅

Group 1 - Cocoa prices have been declining for the past week, with futures hitting the longest losing streak in nearly three years due to eased tariff concerns and improved weather in West Africa [1] - New York cocoa futures fell by 5.4% to $9,140 per ton, marking the lowest level in over three weeks, with a 52-week high of $12,646.07 [1] - The U.S. government has imposed a 10% tariff on most imported goods, including cocoa, with variations based on country of origin and product type, leading to ongoing efforts by companies to seek exemptions [1] Group 2 - Recent rainfall in West Africa has improved traders' expectations for supply, although over one-third of regions in Ghana and Côte d'Ivoire remain in drought conditions [1] - The International Cocoa Organization reported a decline in grinding data for major cocoa associations in Q1 2025, indicating a drop in demand [2] - The European Cocoa Association reported a 3.7% decline in grinding (to 353,522 tons), the Asian Cocoa Association reported a 3.44% decline (to 213,898 tons), and the U.S. Confectionery Manufacturers Association reported a 2.45% decline (to 110,278 tons) [2]