◂ 이벤트 타임라인

2019. 9. 11.질병중국

ASF drives Chinese soy meal consumption to 4-year low

A USDA report dated September 4 shows Chinese soybean meal consumption falling to a four-year low as African swine fever shrinks the hog herd. Chinese soybean imports are expected to hit a five-year low in September-October, with U.S. soybean imports under a quarter of last year's levels.

중요한 이유

Lower Chinese soymeal and soybean demand is bearish for world soybean and soymeal prices, especially for U.S. exporters. Broiler growth only partly offsets the hog losses.

영향 대상대두박▼대두▼

출처 1건
feedstrategy.comEmma Penrod2019. 9. 11.

가격 반응 및 이력

대두박▼하락현재까지1d -1.1%5d +0.4%20d +3.2%

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%.

2019. 10. 3.Rabobank: China’s hog feed consumption to fall 40% | Feed Strategy+1.7%
2020. 3. 4.Coronavirus complicates ASF situation in China | Feed Strategy-2.6%
2020. 4. 22.ASF, COVID-19 shape 2020 pig and feed production | Feed Strategy-2.5%
2021. 3. 16.ASF the dominating factor in pork market uncertainty | Feed Strategy-2.4%
2025. 3. 20.USDA Update on Progress of Five-Pronged Strategy to Combat Avian Flu and Lower Egg Prices | USDA-1.0%

대두▼하락현재까지1d -0.6%5d +4.0%20d +7.1%

과거 하락 질병 이벤트 50건 이후, 대두은 5거래일 동안 중앙값 +0.5% 변동(상승 58%; 중간 50% 범위 -1.7%~+2.4%), 20거래일 동안 +0.0%.

2019. 10. 3.Rabobank: China’s hog feed consumption to fall 40% | Feed Strategy+1.1%
2022. 9. 5.China’s yuan touches 2-year low on dollar strength, COVID resurgence - Markets - Business Recorder+2.6%
2019. 8. 28.Column: U.S. corn, soy sales at 14-year low with new marketing year days away+1.9%
2021. 2. 26.China's soymeal futures plunge on pig disease concerns+0.7%
2021. 4. 15.More wheat feeding and pig disease outbreaks pose double threat to China soymeal demand | Reuters+6.2%

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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대두 SOY · GP ▸

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