
CoBank says US meat and poultry prices are up about 30% from 2019 and 6% year over year, which is weighing on consumer demand. Red meat output has run about 3% lower year over year since February and is expected to fall further in the second half of 2023 as fed cattle supplies decline.
Export demand for US animal protein remains firm.
Shrinking red meat supply and lower slaughter weights tighten livestock availability and support cattle prices. Softer retail demand could cap gains later in the year.
在过去 268 次看涨的报告事件之后,活牛 在 5 个交易日内中位数变动 +0.3%(58% 上涨;中间一半区间为 -0.7% 至 +1.4%),20 个交易日内为 +1.7%。
在过去 770 次中性的报告事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.1% 至 +1.6%),20 个交易日内为 +0.7%。
在过去 61 次中性的报告事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.4%(48% 上涨;中间一半区间为 -1.3% 至 +1.8%),20 个交易日内为 +2.1%。
历史可比事件尚不足,暂无法给出历史解读。
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。