
Rabobank's African swine fever global update reports declining ASF cases in China but continued spread in other parts of Asia, plus a new case in Greece and a concerning case in western Poland. Rabobank says coronavirus is disrupting protein trade in the first quarter of 2020, with a strong rebound expected in the second quarter.
It expects China to maintain or increase protein imports in 2020.
Expected Chinese import demand for proteins supports feed ingredient demand, while short-term coronavirus disruption may weigh on near-term purchases.
在过去 69 次中性的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.2%(48% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 -1.6%。
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。