王垣鑫：南美大豆或将替代美国大豆
自中美贸易摩擦开端后已经过去了一段时间，在一开始协商发表联合声明后，特朗普出尔反尔认为对此结果并不满意，执意开启争端，随后宣布对多个国家加征关税，中国亦公布出一份对原产于美国的659项约500亿美元进口商品加征25%的关税的清单，其中包括农产品、汽车、水产品等545项约340亿美元的商品，但在此环境底下，影响似乎并未过大。
中储粮集团公司相关负责人表示，在进口贸易的时机操作中，采购方拥有着货源地选择权，一般会更倾向于选择贸易关系良好、有稳定政策预期以及进口税率更低的生产国，因此在近两年的时间内，公司已经主动调整进口来源，以求降低进口来源过度集中而带来的风险，到目前为止已经形成了稳定成熟的多元化国际贸易渠道。在2017年时，进口的大豆26.2%来源于巴西，43.2%来源于阿根廷和乌拉圭，30.6%来源于美国。
这位负责人还表示，近期，中储粮集团公司紧密跟踪中美贸易摩擦相关情况，坚决执行国家对外贸易政策。自今年4月以来，中储粮未再新采购美国大豆，转而全部采购以巴西、阿根廷、乌拉圭为主的南美大豆。
大田环球贵金属留意到根据中国海关统计，我国大豆进口来源呈现多元化趋势，南美大豆供给占比超过美国。2016—2017年度，我国大豆进口量9349万吨，其中巴西4534万吨，占48.5%，较三年前增加1.7个百分点；美国3684万吨，占39.4%，较三年前下降1个百分点。以南美为主的非美大豆进口已经占到我国大豆进口量的六成以上，且呈稳定增长趋势。未来，南美将越来越成为我国进口大豆供应的主力地区。
本文来源： 大田环球贵金属
最新内容
相关阅读
Risk Warning
Trading bullion and financial instruments carries significant risks and may not be suitable for all investors, requiring careful consideration of investment objectives, experience, and risk tolerance. Key risks include market volatility, leverage risks that can amplify gains or losses, liquidity issues that may prevent executing trades at desired prices, and technical failures in online trading systems. Prices fluctuate unpredictably, and past performance does not guarantee future results. CIDT Global Bullion Limited provides general market commentary but does not offer investment advice and is not liable for any losses incurred from reliance on its information, which may change without notice.
Jurisdiction Disclaimer
CIDT Global Bullion Limited's services are subject to local regulations and may not be available in all jurisdictions. Users are responsible for ensuring compliance with their local laws. Services are not provided in regions where they are prohibited by law, under international sanctions, or require licensing that the company does not hold. By using the platform, users confirm they are not in a restricted jurisdiction and accept full responsibility for legal compliance. The company reserves the right to decline or terminate services in restricted areas without prior notice.