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China's three-year safeguard regime on beef imports took effect January 1, capping Australian beef at 205,000 mt in 2026 with a 55% tariff on excess volumes. Industry sources expect a scramble for allocations that could favour trims, offal and bones.
Chinese quotas on Australian beef redirect trade flows and may pull lower-value trim and offal toward other markets. This is supportive for US beef trim demand and cattle values.
在过去 78 次看涨的贸易事件之后,活牛 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.1% 至 +1.2%),20 个交易日内为 +0.5%。
在过去 47 次看涨的贸易事件之后,架子牛 在 5 个交易日内中位数变动 +0.2%(53% 上涨;中间一半区间为 -1.0% 至 +1.0%),20 个交易日内为 +1.5%。
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。