
US chicken demand has moderated to light-to-moderate levels, with Super Bowl orders giving a short boost to wings and tenders. USDA Secretary Tom Vilsack promised an avian flu vaccine within 18 months, and the US has culled 530,000 poultry so far in 2024.
Trade partners' acceptance of vaccinated poultry remains a concern.
Lukewarm chicken demand and avian flu culls reduce near-term poultry feed needs. A vaccine could eventually restore flock confidence, but trade acceptance uncertainty keeps export demand for feed ingredients subdued.
历史可比事件尚不足,暂无法给出历史解读。
在过去 145 次中性的疫病事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(58% 上涨;中间一半区间为 -1.2% 至 +1.7%),20 个交易日内为 +0.0%。
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。