The October WASDE lowered the 2021 red meat and poultry production forecast on lower pork, broiler and turkey output, partly offset by higher beef output. Fed cattle supplies are expected to tighten in the second half of 2022, and the 2022 fed cattle price forecast was raised.
Beef and pork import forecasts were also raised.
Tighter expected 2022 fed cattle supplies and lower pork and poultry output support livestock prices, while lower hog and broiler production reduces feed demand for those species.
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 159 次看跌的报告事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -2.2% 至 +1.3%),20 个交易日内为 +1.0%。
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。