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Industry stakeholders are focused on preventing African swine fever from entering the US, which has not yet reached the country but has appeared in Haiti and the Dominican Republic. Rabobank data show ASF has sharply cut pork supply in Thailand, Vietnam and the Philippines.
The USDA estimates Thailand's 2022 pork supply will fall 35%.
A US ASF outbreak would trigger export bans and cut hog numbers, while disease losses in Asia keep import demand for meat and feed elevated.
在过去 69 次中性的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.2%(48% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 -1.6%。
历史可比事件尚不足,暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。