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Analyst Simon Quilty says Australian cattle prices fell over 50% and sheep meat prices fell 54-75% over 18 months, driven by labour shortages at processors, weak markets and dry conditions since March 2023. He expects livestock prices to rebound substantially over five years as global protein supplies tighten.
Australian livestock supply constraints and a longer-term protein tightening outlook matter for global meat and feed demand, though near-term prices remain pressured.
elders.com.au2023年9月13日在过去 18 次中性的宏观事件之后，活牛 在 5 个交易日内中位数变动 +0.1%（61% 上涨；中间一半区间为 -1.0% 至 +1.6%），20 个交易日内为 +1.0%。
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。
