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Heat stress is reducing milk output and components in the US and sharply cutting weekly collections in Europe, particularly France and the UK. Spot milk has tightened, cream multiples have risen, but global milk output remains robust, and the GDT price index fell 4.9%, its third straight decline.
Heat-driven output losses are tightening spot milk and cream, yet robust global supply and falling GDT prices keep the broader dairy price outlook soft for dairy feed demand.
在过去 42 次天气事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -0.9% 至 +2.5%),20 个交易日内为 +2.0%。
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。