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USDA data show the US beef cow herd fell to 30.1 million head on January 1, down 2% and the lowest since 2015. Drought reduced pasture in the western US and Plains, pushing ranchers to send more cows to slaughter, and labor shortages also limited packing plant throughput.
Fewer beef cows and reduced heifer retention mean less future beef and calf supply, supporting cattle prices. Drought-driven liquidation also signals tighter feeder supplies ahead.
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 227 次看涨的报告事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(57% 上涨;中间一半区间为 -1.2% 至 +1.5%),20 个交易日内为 +1.1%。
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。