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Tyson's Holcomb, Kansas beef plant was seriously damaged by fire on August 9 and its slaughter operations remain idle for the rest of 2019. The plant could harvest about 6,000 head per day, so the fire removed more than 30,000 head per week of capacity.
Lost packing capacity pushes cattle to other plants and depresses cash prices for Southern Plains feeder and fed cattle, while boxed beef prices rise.
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%。
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%。
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。