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2021/04/15疾病中国

More wheat feeding and pig disease outbreaks pose double threat to China soymeal demand

Large-scale substitution of wheat for corn in Chinese feed has reduced the soymeal share in pig and poultry rations by 2% to 7%, according to analysts and crushers. Pig disease outbreaks are also weighing on demand.

重要性

Lower soymeal inclusion cuts China's import demand for soybeans and meal, which is bearish for soybean meal prices. Higher wheat feeding supports wheat demand.

影響を受ける銘柄小麦(SRW)▲トウモロコシ▼大豆▼大豆粕▼

2 件のソース
financialpost.comReuters2021/04/15
reuters.comHallie Gu, Naveen Thukral2021/04/15

価格反応と履歴

小麦(SRW)▲強気現時点1d +0.2%5d +4.1%20d +6.9%

過去の疾病イベント14件の後、小麦(SRW) は5営業日で中央値 -0.3% 動き（29% が上昇。中央50%は -0.7% から +0.5%）、20営業日では -0.8% 動きました。

2020/02/20Soybeans drop on China demand worries, wheat near 4-week peak | Financial Post-1.5%
2022/04/11Why egg prices are soaring - CBS News-2.4%
2020/07/13China Brief | Edition 048: Cargill beef banned but other exports see gains Canada West FoundationCanada West Foundation-0.4%
2025/11/26Animal Health - November Updates - FACE+2.1%

トウモロコシ▼弱気現時点1d -0.4%5d +2.3%20d +21.6%

過去の弱気な疾病イベント175件の後、トウモロコシは5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -1.7% から +1.5%）、20営業日では +0.6% 動きました。

2021/03/04Hog Disease Outbreak in China Triggers Surge in U.S. Prices - Caixin Global+3.9%
2021/03/10Resurgence of African Swine Fever in China Threatens Global Grain Demand-9.5%
2020/04/23Closure of US meat plants raises more concerns over long-term corn feed demand-2.4%
2020/04/13ANALYSIS: China-owned Smithfield signals fresh corn, soymeal demand blow-5.4%
2019/04/14Deadly Pig Disease to Reshape Global Soy Markets for Years - Bloomberg+0.4%

大豆▼弱気現時点1d +0.6%5d +6.2%20d +17.8%

過去の弱気な疾病イベント50件の後、大豆は5営業日で中央値 +0.5% 動き（58% が上昇。中央50%は -1.7% から +2.4%）、20営業日では +0.0% 動きました。

2019/09/27Fatter pigs, new farms to boost China soymeal demand+2.6%
2021/02/26China's soymeal futures plunge on pig disease concerns+0.7%
2020/02/20Soybeans drop on China demand worries, wheat near 4-week peak | Financial Post-1.8%
2021/03/04Hog Disease Outbreak in China Triggers Surge in U.S. Prices - Caixin Global+0.1%
2020/02/28China's soy complex demand likely to fall in H1 2020 on coronavirus outbreak: Rabobank | S&P Global+0.3%

大豆粕▼弱気現時点1d +0.7%5d +3.2%20d +11.8%

過去の弱気な疾病イベント167件の後、大豆粕は5営業日で中央値 -0.6% 動き（40% が上昇。中央50%は -1.8% から +1.4%）、20営業日では -0.8% 動きました。

2021/02/26China's soymeal futures plunge on pig disease concerns-1.3%
2020/02/20Soybeans drop on China demand worries, wheat near 4-week peak | Financial Post-0.6%
2020/02/28China's soy complex demand likely to fall in H1 2020 on coronavirus outbreak: Rabobank | S&P Global+1.2%
2019/03/12Swine fever hurts China soybean demand, raises doubts on trade promises+4.4%
2021/03/10Resurgence of African Swine Fever in China Threatens Global Grain Demand-3.0%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

小麦(SRW) WHEAT · GP ▸

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トウモロコシ CORN · GP ▸

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