美国大豆销售量在2025年猛增,原因是中国贸易强劲,商业所有权增加,而玉米和小麦价格疲软导致推迟定价,谷物库存创纪录。
U.S. soybean sales surged in 2025 due to stronger China trade, boosting commercial ownership, while weak corn and wheat prices led to increased delayed pricing and record grain stocks.
2025年秋天,美国农民在与中国改善贸易相关的一次价格拉动中积极出售大豆,到11月30日,商业所有权从前一年的66.3%提高到73.6%,减少了延迟定价和基准合同的使用。
In fall 2025, U.S. farmers sold soybeans aggressively amid a price rally tied to improved trade with China, boosting commercial ownership to 73.6% by November 30, up from 66.3% the prior year, reducing use of delayed pricing and basis contracts.
相比之下,玉米和小麦价格疲软导致农民推迟定价,日益依赖DP和基础合同,玉米库存创历史新高,达到133亿桶,小麦和大豆库存达到多年最高水平。
In contrast, weak corn and wheat prices led farmers to delay pricing, increasing reliance on DP and basis contracts, with corn stocks hitting a record 13.3 billion bushels and wheat and soybean stocks at multi-year highs.
大豆和小麦的农场外储存增加,而农场内的玉米储存增加13.5%。
Off-farm storage rose for soybeans and wheat, while on-farm corn storage increased 13.5%.
该公司警告说,如果价格上涨,大量无价谷物可能会引发强劲的销售。
CoBank warns that large volumes of unpriced grain could trigger strong selling if prices rise.