China's agriculture ministry is promoting cheaper feed alternatives to corn and soybean meal amid tight global supplies and higher prices. New guidelines for feed manufacturers recommend wheat, barley, sorghum and rice as corn substitutes, and distillers dried grains, cottonseed meal and sunflower meal as protein replacements for soybean meal.
Substitution away from corn and soymeal by the largest buyer reduces import demand for those feeds and may cap their prices, while lifting demand for wheat, barley, sorghum and rice feed grains.
在过去 182 次看涨的政策事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.9% 至 +1.4%),20 个交易日内为 -0.3%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 310 次看跌的政策事件之后,玉米 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.4% 至 +1.9%),20 个交易日内为 +0.6%。
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。