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CoBank economist Will Sawyer says China has started rebuilding its hog herd, which will slow US pork export growth over the next three to five years. Greater China now takes nearly 8% of US pork production, up from 2% before the African swine fever outbreak.
The report says early signs of herd growth are visible.
Expected slowing of Chinese pork import demand is bearish for US hog prices and reduces future demand for feed inputs tied to US pork production.
在过去 117 次看跌的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.6%(36% 上涨;中间一半区间为 -2.2% 至 +1.6%),20 个交易日内为 +1.2%。
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。