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Rabobank's Q3 2022 report calls the global poultry market bullish, with high demand and tight supply. Europe's avian influenza season was the worst on record with 53 million birds culled, and U.S. outbreaks culled 38 million birds.
Soymeal prices are up about 60% and feed costs are expected to stay high.
Tight poultry supply and high feed costs support chicken prices and sustain demand for soybean meal and other feed ingredients. Disease-driven flock losses limit near-term supply recovery.
历史可比事件尚不足,暂无法给出历史解读。
在过去 67 次看涨的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.9%),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。