ANALYSIS: China-owned Smithfield signals fresh corn, soymeal demand blow

과거 하락 질병 이벤트 175건 이후, 옥수수은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.7%~+1.5%), 20거래일 동안 +0.6%.

• 2021. 4. 15.More wheat feeding and pig disease outbreaks pose double threat to China soymeal demand | Reuters+2.3%
• 2018. 9. 11.African Swine Fever May Reduce China's Soybean Demand-1.8%
• 2019. 4. 24.Impacts of African Swine Fever on China's Feed Industry and Soy Demand - Rabobank-1.5%
• 2021. 3. 10.Resurgence of African Swine Fever in China Threatens Global Grain Demand-9.5%
• 2020. 4. 23.Closure of US meat plants raises more concerns over long-term corn feed demand-2.4%

과거 하락 질병 이벤트 167건 이후, 대두박은 5거래일 동안 중앙값 -0.6% 변동(상승 40%; 중간 50% 범위 -1.8%~+1.4%), 20거래일 동안 -0.8%.

• 2021. 4. 15.More wheat feeding and pig disease outbreaks pose double threat to China soymeal demand | Reuters+3.2%
• 2021. 2. 26.China's soymeal futures plunge on pig disease concerns-1.3%
• 2018. 9. 11.African Swine Fever May Reduce China's Soybean Demand-4.1%
• 2019. 4. 24.Impacts of African Swine Fever on China's Feed Industry and Soy Demand - Rabobank-1.7%
• 2019. 2. 28.China warns of “serious” impact of swine fever, cuts meal demand 5%-1.0%

과거 하락 질병 이벤트 117건 이후, 돈육 (Lean Hogs)은 5거래일 동안 중앙값 -0.6% 변동(상승 36%; 중간 50% 범위 -2.2%~+1.6%), 20거래일 동안 +1.2%.

• 2019. 10. 28.Chicken Producers Soar as China Signals End of U.S. Ban - Bloomberg-2.0%
• 2018. 9. 11.African Swine Fever May Reduce China's Soybean Demand+4.5%
• 2019. 4. 24.Impacts of African Swine Fever on China's Feed Industry and Soy Demand - Rabobank-1.8%
• 2019. 2. 28.China warns of “serious” impact of swine fever, cuts meal demand 5%+2.0%
• 2018. 8. 27.China's soybean, soymeal futures fall on African swine fever worries-3.6%