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2025年8月中国大豆进口数量和进口金额分别为1228万吨和54.5亿美元
Chan Ye Xin Xi Wang· 2025-10-08 00:49
Core Insights - The report by Zhiyan Consulting highlights the development and future prospects of the soybean industry in China from 2025 to 2031 [1] Import Data Summary - In August 2025, China's soybean imports reached 12.28 million tons, reflecting a year-on-year increase of 1.1% [1] - The import value for the same period was $5.45 billion, which represents a year-on-year decrease of 8.6% [1] Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1] - The firm has over a decade of experience in the industry research field, offering tailored solutions to empower investment decisions [1]
豆系研究周报:远期大豆进口或偏紧豆系盘面内强外弱-20250811
Guo Fu Qi Huo· 2025-08-11 07:11
Report Title - "Guofu Bean Series Research Weekly Report: Potential Tightness in Forward Soybean Imports, Stronger Domestic than Overseas Bean Futures" [1] Report Date - August 11, 2025 [1] Table of Contents I. Market Review - Covers soybean, soybean meal, and soybean oil [4] II. Production Area Weather - Includes weather in US soybean production areas and international supply - demand [4] III. International Supply - Demand - Focuses on US, Brazilian, and Argentine soybeans [4] IV. Domestic Supply - Demand - Analyzes soybean oil and soybean meal supply - demand [4] V. Domestic and International Oil Futures and Spot Prices, Spreads - Considers basis, monthly spreads, variety spreads, and CFTC position situation [4] Price Data - Brazilian soybean quotes for October 2025 rose from 300 to 315 (a week - on - week increase of 15), for February 2026 from 157 to 175 (an increase of 18), for March 2026 from 130 to 142 (an increase of 12), for April 2026 from 120 to 132 (an increase of 12), and for May 2026 from 135 to 155 (an increase of 20) [47] - Argentine soybean quotes for October 2025 were 240, and for November 2025 were 245 [47]
中国6月大豆进口1,226.4万吨;1-6月累计大豆进口4,937.0万吨,同比增1.8%。
news flash· 2025-07-14 03:21
中国6月大豆进口1,226.4万吨;1-6月累计大豆进口4,937.0万吨,同比增1.8%。 ...
海关总署:中国6月大豆进口1226.4万吨,5月为1391.8万吨。
news flash· 2025-07-14 03:21
海关总署:中国6月大豆进口1226.4万吨,5月为1391.8万吨。 ...
海关总署:中国5月大豆进口1391.8万吨,4月为608.1万吨。
news flash· 2025-06-09 03:17
Core Insights - In May, China's soybean imports reached 13.918 million tons, a significant increase from 6.081 million tons in April [1] Group 1 - The increase in soybean imports indicates a strong demand in the Chinese market [1] - The data reflects a month-over-month growth of approximately 129% in soybean imports [1]
农产品日报:现货涨跌互现,豆粕维持震荡-20250508
Hua Tai Qi Huo· 2025-05-08 02:39
Report Industry Investment Rating - The investment strategy for both the soybean meal and corn sectors is "cautiously bearish" [4][7] Core Viewpoints - In the soybean meal market, due to the large - scale arrival of new - season Brazilian soybeans, the domestic soybean supply will be relatively abundant in the coming months. The tight supply situation of soybean meal is expected to ease, and the oil mill operating rate and inventory will increase. The support of import costs for soybean meal prices is expected to weaken. Attention should be paid to policy changes, domestic soybean arrivals, and the planting and weather conditions of new - season US soybeans [3] - In the corn market, the domestic supply is tight as the grassroots grain sources are exhausted and traders are reluctant to sell. The demand side shows that deep - processing enterprises have sufficient inventory, and feed enterprises sign long - term contracts and purchase on - demand. With the approaching of the new wheat harvest in May, the substitution pressure on corn will increase. Attention should be paid to tariff policies and the release policy of substitute grains [6] Summary by Relevant Catalogs 1. Soybean Meal Market News and Important Data - Futures: The closing price of the soybean meal 2509 contract was 2920 yuan/ton, up 5 yuan/ton (+0.17%) from the previous day; the rapeseed meal 2509 contract was 2565 yuan/ton, up 17 yuan/ton (+0.67%) [1] - Spot: In Tianjin, the soybean meal spot price was 3300 yuan/ton, up 120 yuan/ton; in Jiangsu, it was 3090 yuan/ton, down 10 yuan/ton; in Guangdong, it was 3200 yuan/ton, down 30 yuan/ton. In Fujian, the rapeseed meal spot price was 2490 yuan/ton, up 10 yuan/ton [1] Recent Market News - As of May 4, the soybean harvest progress in Brazil's 2024/25 season was 97.7%, higher than 94.3% in the same period last year. The harvest in some states has ended, and the progress in Rio Grande do Sul was 92%. In Argentina, the soybean harvest was only 25%, 9 percentage points slower than last year [2] Market Analysis - With the arrival of new - season Brazilian soybeans, the domestic soybean supply will be abundant, the tight situation of soybean meal will ease, and the oil mill operating rate and inventory will recover. The decline in soybean premiums will weaken the support of import costs for soybean meal prices. The current tariff policy has limited impact on soybean meal prices, but policy changes still need attention [3] Strategy - Cautiously bearish [4] 2. Corn Market News and Important Data - Futures: The closing price of the corn 2507 contract was 2369 yuan/ton, up 4 yuan/ton (+0.17%); the corn starch 2507 contract was 2745 yuan/ton, up 4 yuan/ton (+0.15%) [4] - Spot: In Liaoning, the corn spot price was 2150 yuan/ton; in Jilin, the corn starch spot price was 2650 yuan/ton [4] Recent Market News - As of May 4, the US corn planting progress was 40%, slightly lower than the market expectation of 41%, but higher than 35% in the same period last year and the five - year average of 39% [5] Market Analysis - Domestically, the supply is tight as grassroots grain sources are exhausted and traders are reluctant to sell. The demand side shows that deep - processing enterprises have sufficient inventory, and feed enterprises sign long - term contracts and purchase on - demand. With the approaching of the new wheat harvest in May, the substitution pressure on corn will increase. Attention should be paid to tariff policies and the release policy of substitute grains [6] Strategy - Cautiously bearish [7]