◂ 이벤트 타임라인

2018. 10. 24.질병중국

African swine fever, trade war pain points for China

CoBank reported that African swine fever has led China to cull nearly 200,000 pigs, and Chinese pork prices have risen 25 percent since July due to control measures. Chinese consumers are not substituting poultry for pork.

A 62 percent Chinese tariff on US pork and higher soymeal prices from the trade war add pressure on Chinese protein producers.

중요한 이유

Tight Chinese pork supply may lead to higher pork imports, which could benefit US and other exporters, while higher soymeal costs squeeze Chinese livestock margins and feed demand.

영향 대상돈육 (Lean Hogs)▲대두박▼

출처 1건
meatpoultry.comErica Shaffer2018. 10. 24.

가격 반응 및 이력

돈육 (Lean Hogs)▲상승현재까지1d +2.1%5d +3.1%20d -0.5%

과거 상승 질병 이벤트 177건 이후, 돈육 (Lean Hogs)은 5거래일 동안 중앙값 +0.2% 변동(상승 52%; 중간 50% 범위 -1.8%~+2.7%), 20거래일 동안 +0.9%.

2019. 8. 26.Poultry Prices and China’s African Swine Fever - EMERGING-0.4%
2019. 8. 1.Poultry prices up amid swine fever in China-0.8%
2018. 10. 24.African swine fever hits Chinese pork industry in run-up to New Year | China | The Guardian+3.1%
2020. 7. 10.China floods blamed for fresh African swine fever outbreaks+9.3%
2020. 6. 5.China reports African swine fever outbreak in Yunnan province-5.6%

대두박▼하락현재까지1d -1.5%5d -1.8%20d -1.2%

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%.

2021. 7. 12.African Swine Fever Persists in Parts of China - UkrAgroConsult+1.8%
2018. 10. 24.African swine fever hits Chinese pork industry in run-up to New Year | China | The Guardian-1.8%
2018. 9. 11.African Swine Fever May Reduce China's Soybean Demand-4.1%
2018. 12. 4.African Swine Fever, Structural Changes Disrupt China's Pork Market-1.0%
2018. 8. 27.China's soybean, soymeal futures fall on African swine fever worries-2.9%

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.

돈육 (Lean Hogs) HOGS · GP ▸

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대두박 SBM · GP ▸

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