
Rabobank's global poultry analysis, presented at an International Poultry Council webinar, says COVID-19, African swine fever and avian influenza will shock poultry supply, demand and trade in 2020 and 2021. US broiler processing capacity fell about 10% over recent months but is starting to recover, with turkey hit harder.
Uncertain poultry trade flows and temporary capacity losses reduce near-term demand for feed grains and meals used in poultry diets. Disease-driven supply shocks could later tighten local poultry supply and lift trade demand.
历史可比事件尚不足,暂无法给出历史解读。
在过去 145 次中性的疫病事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(58% 上涨;中间一半区间为 -1.2% 至 +1.7%),20 个交易日内为 +0.0%。
在过去 98 次中性的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(44% 上涨;中间一半区间为 -1.9% 至 +1.5%),20 个交易日内为 -0.4%。
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。