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USDA's monthly supply-demand estimates raised its 2026 and 2027 US milk production forecasts by 600 million pounds each, to 237.2 billion and 238.6 billion pounds, on higher cow inventories and output per cow. Price forecasts were mixed, with cheese and butter lowered and nonfat dry milk and 2027 whey raised.
Higher projected milk output with lower cheese and butter prices points to more supply pressure on Class III and component returns. Stronger NDM prices partly offset this for Class IV.
在过去 273 次看跌的报告事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.2%(39% 上涨;中间一半区间为 -1.3% 至 +0.4%),20 个交易日内为 -1.4%。
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。