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K-State extension economists said COVID-19 cut Kansas beef slaughter to as low as 72,000 head a day in April, about 40% below 2019. Harvest had recovered to 91,000 head by May 13, but capacity remains well below normal.
Reduced packing capacity leaves more cattle waiting on feed, which lowers live cattle and feeder prices while raising feeding costs and feed demand.
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 20 次看跌的物流事件之后,架子牛 在 5 个交易日内中位数变动 +1.3%(60% 上涨;中间一半区间为 -0.7% 至 +2.0%),20 个交易日内为 +2.1%。
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。
Slaughter recovering from 72,000 to 91,000 head a day by May 13 improves packer demand for cattle and supports the futures rebound.