中国买家购入8至10船美国大豆 系9月特朗普与习近平会晤以来首批交易
据路透社10月14日报道，三位贸易消息人士表示，中国国有买家本周购入8至10船巴拿马型货轮装运的美国大豆，这是9月美国总统特朗普与中国国家主席习近平在华盛顿会晤以来，首批此类交易。
每船大豆约6.5万吨，本批合计约52万至65万吨，将于12月起装运。一位交易人士称，买家支付的价格较芝加哥期货交易所1月大豆合约升水每蒲式耳3.10至3.20美元，采购方为国有贸易企业。
此前数周，中国买家一直未见新的采购动作，部分原因是国庆长假期间需求疲软，市场始终在等待中国恢复购买美国大豆的信号。9月峰会之后，美中双方宣布的拟议关税削减清单并未包含大豆，曾令外界对民营压榨企业重返市场追加采购的预期降温。
在本批交易之前，中国已累计购买约1,370万吨美国大豆，超过白宫所公布的2026/27市场年度2,500万吨采购目标的一半。另据咨询机构数据，中储粮10月13日拍卖51.8万吨进口大豆，成交比例为40.5%，交易商预计未来几周还将有更多拍卖。中国海关总署数据显示，中国9月大豆进口量为1,188万吨，同比下降7.7%。
Chinese Buyers Purchase 8 to 10 Cargoes of U.S. Soybeans, the First Deals Since the September Trump-Xi Summit
Chinese state buyers have purchased eight to ten Panamax cargoes of U.S. soybeans this week, the first such deals since the September summit in Washington between President Donald Trump and Chinese President Xi Jinping, three trade sources told Reuters on October 14.
Each cargo carries around 65,000 metric tons, putting the total at roughly 520,000 to 650,000 tons, for shipment from December onward. One trader said the state-owned buying firms paid premiums of $3.10 to $3.20 per bushel over the January Chicago Board of Trade soybean contract.
The market had been awaiting signs of renewed Chinese buying after a weeks-long hiatus, partly because of weak demand during the country's week-long National Day holiday earlier this month. After the September summit, China and the United States announced a proposed list of tariff reductions that excluded soybeans, dampening expectations that private crushers would return to the market for additional supplies.
Before the latest deals, China had bought about 13.7 million tons of U.S. soybeans, already more than halfway toward its 25 million-ton purchase target for the 2026/27 marketing year announced by the White House. Separately, state stockpiler Sinograin on Tuesday sold 40.5% of the 518,000 tons of imported soybeans it offered at auction, and traders expect further auctions in the coming weeks. China's soybean imports in September totaled 11.88 million tons, down 7.7% from a year earlier, according to customs data.
图片来源：图：美国印第安纳州一处农场的大豆收获作业（资料图）。美国农业部／Wikimedia Commons，公共领域
