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A Malaysian Palm Oil Council update says China's hog production is recovering after African swine fever, which pushed live hog prices to a record near RMB40/kg in late 2019. Production was further hit at the start of 2020 by coronavirus lockdowns affecting transport and supply.
A recovering Chinese hog herd implies rising feed demand over time, which supports meal and oilseed demand, though the article is a general background piece with no fresh price shock.
在过去 414 次看涨的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -2.1% 至 +2.3%),20 个交易日内为 +0.3%。
在过去 66 次中性的报告事件之后,棕榈油 在 5 个交易日内中位数变动 +0.2%(58% 上涨;中间一半区间为 -0.4% 至 +2.0%),20 个交易日内为 +2.2%。
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。