Core Insights - Global grain production has been revised upwards, indicating a potential increase in supply for the upcoming market year [1] - The trade outlook for soybeans has been downgraded, suggesting challenges in demand or pricing for this commodity [1] - Changes in supply and demand dynamics for the 2024/25 crop year could significantly impact market conditions and pricing strategies [1] Group 1: Grain Production - The upward adjustment in global grain production reflects improved agricultural yields and favorable weather conditions [1] - This increase may lead to a more competitive market environment, affecting pricing and trade flows [1] Group 2: Soybean Trade Outlook - The downgrade in soybean trade prospects indicates potential issues in export demand or market saturation [1] - This could result in lower prices or reduced profitability for soybean producers and traders [1] Group 3: Market Implications - The anticipated changes in supply and demand for the 2024/25 crop year are likely to create volatility in the agricultural markets [1] - Stakeholders will need to adapt their strategies in response to these evolving market conditions [1]

南美大豆丰产，中国大豆进口骤降，全球大豆贸易和价格走势将何去何从？美国农业部5月供需报告来 袭，新豆产量可能减少？ 相关链接 期货热点追踪 ...

据悉，根本美国农业部的统计，到6月份为止，美国新豆的销售量已经达到了近800万吨，而同比增加了 127%，虽说4月份到6月份美国的打斗对中国的出口减少了21%，这只是对中国，而对其他国家的出口 却狂加了20%，很多人也都是非常好奇，到底会是哪些国家取代了中国？到底是哪个国家在大量的购买 美国的大豆呢？哪个国家会这么厉害，能取代中国并且还能大量去购买美国的大豆呢？ 美国大豆失去中国最大买家之后，美国大豆出口为什么不降反增呢？ 在2017年的时候，美国向中国出口了大概3000多万吨的大豆，总值也超过了140亿的美元！而中国已经 宣布过了对美国的打斗减少或者是停止采购！当然这些美国的打斗已经逐渐的退出了中国的市场上，不 仅是这样，并且还对全球的供应链接因此还产生了影响！ 目前美洲大豆的运至我国的到港价格，还要低于我国大豆的装车价格。这并非是政府补贴的产物，比如 主要的大豆出口国阿根廷，对大豆还征收了35%～30%的出口税。为何国产大豆在成本和出油率方面均 远远落后？那自然少不了转基因豆种和免耕法的关系. 据报道贺兰、意大利和西班牙浙西国家已经准备购买更多量的美国大豆了，墨西哥这个国家据说已经预 定了100万吨的大豆 ...