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U.S. officials say a ransomware attack on meatpacker JBS was likely carried out from Russia. JBS plants have remained closed, and U.S. beef and pork prices were already rising as China increased imports and feed costs climbed.
Analysts say consumer impact depends on how long the plants stay shut.
Plant closures reduce packing capacity, which can push cash cattle and hog prices lower and tighten the meat supply chain, while feed demand may soften.
在过去 29 次看跌的物流事件之后,活牛 在 5 个交易日内中位数变动 -0.3%(38% 上涨;中间一半区间为 -2.0% 至 +0.5%),20 个交易日内为 -3.7%。
在过去 11 次看跌的物流事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 +1.6%(55% 上涨;中间一半区间为 -2.7% 至 +2.5%),20 个交易日内为 -6.1%。
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。