
Avian influenza has returned to northern US states since late August, with over 600,000 commercial turkeys affected in five weeks, plus outbreaks in South Dakota, Minnesota, North Dakota and Wisconsin. Industry sources say the disease is entrenched in wild birds and the fall migration risk is rising.
Losses in turkey and layer flocks reduce demand for feed ingredients in affected operations, though the effect on prices is modest at current scale. Renewed outbreaks also raise the risk of egg supply swings later in the year.
在过去 175 次看跌的疫病事件之后,玉米 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.5%),20 个交易日内为 +0.6%。
在过去 167 次看跌的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.6%(40% 上涨;中间一半区间为 -1.8% 至 +1.4%),20 个交易日内为 -0.8%。
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。