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Fonterra lowered the top end of its milk-price forecast and Synlait cut its forecast to $9/kgMS on weaker worldwide demand. Analysts expect Oceania milk output to fall in 2023, with Australian output down about 4%.
Expected Oceania production declines and softer Chinese demand as lockdowns ease could support dairy prices, but weak fundamentals keep the outlook volatile. The net price effect on feed demand is modest.
在过去 15 次中性的宏观事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.2%(27% 上涨;中间一半区间为 -2.1% 至 +0.1%),20 个交易日内为 -3.2%。
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。