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Macquarie says the yuan could strengthen to as much as 5 per dollar if local firms unwind large dollar holdings, triggering a reversal in capital flows. The economists add that a stronger yuan would likely reflect broad dollar weakness unless exports falter and Beijing expands stimulus.
A sharp yuan rally would make Chinese purchases of imported feed ingredients more expensive in dollar terms, which could weigh on demand. The forecast is a conditional scenario rather than a current move.
bloomberg.comIris Ouyang2026年6月1日在过去 169 次中性的宏观事件之后，人民币(每 USD 的 CNY) 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -0.3% 至 +0.2%），20 个交易日内为 -0.0%。
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。
