
Rabobank expects global poultry consumption to grow 2.5 to 3% this year, the second year of above-average growth that has improved margins. Avian influenza remains a major concern for the US industry, and tight parent stock and high hatching egg prices restrict growth.
Trade tensions and retaliatory tariffs on poultry are flagged as risks.
Strong global poultry demand supports feed grain and protein meal consumption, while tariff-driven trade disruption could shift flows and pressure export-dependent demand. The net effect is supportive for feed ingredients.
在过去 1,040 次看涨的报告事件之后,玉米 在 5 个交易日内中位数变动 +0.5%(62% 上涨;中间一半区间为 -0.9% 至 +2.0%),20 个交易日内为 +0.8%。
在过去 414 次看涨的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -2.1% 至 +2.3%),20 个交易日内为 +0.3%。
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。