中国周一至少采购了 14 船美国大豆！

Core Insights - China has made a significant purchase of 14 vessels of U.S. soybeans, marking the largest procurement since January and the most important transaction following the October U.S.-China meeting [1] - COFCO Group has procured at least 840,000 tons of U.S. soybeans, scheduled for shipment between December and January, with a majority expected to be shipped from the Gulf Coast [3] - The U.S. government anticipates that China will purchase 12 million tons of U.S. soybeans this year, although only a small portion has been completed so far [3] Pricing and Market Dynamics - The price of soybeans shipped from the Gulf Coast is estimated to be $2.35-$2.40 per bushel higher than the January Chicago contract, while those from the Pacific Northwest are $2.15-$2.20 higher, significantly above Brazilian soybean prices [3] - U.S. soybean futures rose nearly 3% on Monday, reaching a 17-month high, driven by optimistic sentiment regarding U.S.-China trade relations [5] Historical Context - Previously, due to escalating U.S.-China trade tensions, China had largely ceased purchasing U.S. soybeans, opting instead for suppliers like Brazil and Argentina [5] - The absence of Chinese purchases led to a significant drop in U.S. soybean prices during the summer, exacerbating challenges for the agricultural sector already facing rising input costs [5]