◂ 이벤트 타임라인

2022. 3. 25.무역중국

China's hog farmers face long slog in return to profit

Reuters reports that Chinese hog farmers face record losses from surging feed costs and weak pork demand, and are switching to lower-quality grain and cutting soymeal. Soymeal futures rallied 15% in March to a record 4,428 yuan per tonne after smaller-than-expected shipments from Brazil, with cash prices above 5,000 yuan.

Corn is also at elevated levels.

중요한 이유

Smaller Brazilian soybean shipments are tightening soymeal supply and lifting feed costs, which prompts farmers to substitute away from protein. Lower soymeal use could cap demand even as prices stay high, while hog losses signal weaker livestock feed demand ahead.

영향 대상대두박▲옥수수▲돈육 (Lean Hogs)▼

출처 1건
reuters.comDominique Patton2022. 3. 25.

가격 반응 및 이력

대두박▲상승현재까지1d +0.3%5d -3.8%20d -5.5%

과거 상승 무역 이벤트 342건 이후, 대두박은 5거래일 동안 중앙값 +0.1% 변동(상승 51%; 중간 50% 범위 -1.1%~+2.6%), 20거래일 동안 +0.6%.

2019. 7. 23.U.S. farmers look past trade fears to cash in on China's hog crisis-1.4%
2025. 3. 20.Canadian farmers face two-front trade war as China duties take effect | Reuters-1.0%
2022. 3. 25.China's soymeal prices increase to record highs further affecting pig farmers - European Pork | European Pork, the Smart Choice-3.8%
2021. 9. 24.China's soybean demand in Q4 set to slacken as crushers face power cuts: trade-2.5%
2018. 2. 6.China supersizes pig farms to cut costs in world's top pork market+9.4%

옥수수▲상승현재까지1d +0.5%5d +3.5%20d +8.4%

과거 상승 무역 이벤트 729건 이후, 옥수수은 5거래일 동안 중앙값 +0.4% 변동(상승 56%; 중간 50% 범위 -1.1%~+1.8%), 20거래일 동안 +0.5%.

2019. 7. 23.U.S. farmers look past trade fears to cash in on China's hog crisis+0.9%
2019. 10. 18.China's pork shortage could give US farmers a chance to cash in-1.6%
2022. 2. 9.Plunge in U.S. soy exports to China in 2021 exposes Phase 1 flaws | Reuters+0.5%
2022. 2. 23.With fertilizer costs high and seeds scarce, U.S. farmers turn to soy | Reuters+7.5%
2025. 7. 24.Ahead of the Open | China buys U.S. corn - Pro Farmer+1.0%

돈육 (Lean Hogs)▼하락현재까지1d +2.4%5d +0.3%20d +4.7%

과거 하락 무역 이벤트 123건 이후, 돈육 (Lean Hogs)은 5거래일 동안 중앙값 -0.4% 변동(상승 43%; 중간 50% 범위 -2.9%~+2.0%), 20거래일 동안 -0.2%.

2021. 7. 2.Lean hog futures ease on China demand worries | Reuters+0.9%
2022. 3. 25.China's soymeal prices increase to record highs further affecting pig farmers - European Pork | European Pork, the Smart Choice+0.3%
2020. 11. 11.U.S. Hog Futures React to U.S.-China Trade Tensions - Pork Business-0.6%
2026. 9. 7.Ahead of Xi's US visit, China's soybean crushers face high costs, weak margins | Reuters-3.4%
2025. 3. 4.Grain Markets Sink on Tariff Retaliation: How Long Will It Take To Price It In?+2.5%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

대두박 SBM · GP ▸

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옥수수 CORN · GP ▸

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