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The USDA's August Livestock, Dairy, and Poultry Outlook shows July hog slaughter about 4% lower than last year, linked to unusually high PRRS outbreaks in the second quarter. USDA cut its 2025 pork production forecast by 1% to 27.7 billion pounds.
Disease-driven supply losses tighten pork output and support hog prices, which reduces near-term pork supply and can affect feed demand from hog producers.
在过去 177 次看涨的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -1.8% 至 +2.7%),20 个交易日内为 +0.9%。
在过去 98 次中性的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(44% 上涨;中间一半区间为 -1.9% 至 +1.5%),20 个交易日内为 -0.4%。
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。