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University of Wisconsin analyst Mark Stephenson says US dairy consumption grew in 2021 but volumes fell about 2% in 2022 as product prices rose roughly 22%. Dairy cow numbers peaked and then declined before flattening, and 2022 milk output is expected to be slightly higher than 2021.
Flat cow numbers and modest production growth keep milk supply tight, while high feed prices limit milk-per-cow gains and support feed demand.
在过去 15 次中性的宏观事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.2%(27% 上涨;中间一半区间为 -2.1% 至 +0.1%),20 个交易日内为 -3.2%。
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。