美国谷物出口报告：销售额连续周环比下滑

Core Insights - The latest USDA grain export report indicates disappointing data for traders, particularly with old crop soybean sales hitting a marketing year low [1] - Wheat and corn sales also experienced a slight decline last week [1] Group 1: Corn Exports - Corn export volume decreased by 37% week-on-week and was 42% lower than the four-week average, totaling 41.6 million bushels, which is at the lower end of analyst estimates [3] - Cumulative sales for the 2025-26 marketing year reached 1.308 billion bushels, maintaining a significant 31% lead year-on-year [3] - Corn export shipments amounted to 45.2 million bushels, down 24% from the four-week average, with Japan, Mexico, Colombia, South Korea, and Spain being the top five destinations [3] Group 2: Soybean Exports - Soybean export sales plummeted to 16.1 million bushels, marking a new low for the marketing year and falling at the bottom of analyst estimates [3] - Cumulative sales for the 2025-26 marketing year reached 80.58 million bushels, which is 20% lower than the same period last year [3] - Soybean export shipments increased by 9% week-on-week to 51 million bushels, with China, Mexico, Egypt, Vietnam, and Pakistan as the top five destinations [3] Group 3: Wheat Exports - Wheat export sales totaled 15.2 million bushels (including old and new crop), with old crop sales declining by 33% but still slightly above the four-week average [4] - Total sales were slightly below the lower end of market estimates, which ranged from 11 million to 22 million bushels [4] - Cumulative sales for the 2025-26 marketing year reached 607 million bushels, still 18% higher than the same period last year [4] - Wheat export shipments reached 14.8 million bushels, up 32% from the four-week average, with Mexico, Taiwan, South Korea, the Philippines, and Vietnam as the top five destinations [4]