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Private estimates suggest China's pig population has fallen as much as 60%, and official data show the live pig population down 38.7% year on year at end-August. Corn demand for feed is shrinking, and corn imports could rise under the US-China trade deal.
Lower feed demand from the hog herd collapse weighs on Chinese corn consumption, but possible import increases under the trade deal would support U.S. corn export demand.
在过去 145 次中性的疫病事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(58% 上涨;中间一半区间为 -1.2% 至 +1.7%),20 个交易日内为 +0.0%。
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。