巴西大豆出口

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关税政策的影响已基本消化 豆二期货价格承压运行
Jin Tou Wang· 2025-04-27 06:08
Group 1 - Domestic futures market for oilseeds showed a downward trend, with soybean futures closing at 3627.00 CNY/ton, down 1.92% [1] - The Chicago Board of Trade (CBOT) announced an increase in the soybean price limit from 70 cents to 75 cents starting May 1 [2] - The USDA reported net sales of U.S. soybeans for the 2024/2025 marketing year at 277,000 tons, a decrease from 555,000 tons the previous week [2] Group 2 - Approximately 21% of U.S. soybean planting areas were affected by drought as of April 22, down from 23% the previous week [2] - Paraná state's soybean production is estimated at 21.11 million tons, an increase from the previous estimate of 21.06 million tons [2] - Market focus has shifted to U.S. soybean planting and Brazilian export conditions, with expectations that U.S. farmers will plant less than market expectations, providing some support to CBOT soybeans [3]