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The US beef cow inventory likely peaked in 2019 at 31.8 million head, with beef cow slaughter at an estimated 3.1 million head, the highest since 2013. Heifer slaughter also reached its highest level since 2010.
Analysts expect the herd to decline slightly in 2020 without significant liquidation.
A peaking cow herd and lighter carcass weights point to limited beef supply growth in 2020, which supports cattle prices. Feeder calf prices have been pressured by higher feed costs and more calves for sale.
在过去 268 次看涨的报告事件之后,活牛 在 5 个交易日内中位数变动 +0.3%(58% 上涨;中间一半区间为 -0.7% 至 +1.4%),20 个交易日内为 +1.7%。
在过去 44 次中性的报告事件之后,架子牛 在 5 个交易日内中位数变动 +0.3%(59% 上涨;中间一半区间为 -0.9% 至 +1.0%),20 个交易日内为 +0.5%。
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。