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Chinese soybean demand has stayed stronger than expected despite losses of 20 to 70 percent of its hogs to African swine fever. An INTL FCStone analyst estimates hog feeding is down 45 percent yet soybean demand has fallen only about 10 percent, partly because poultry feed use has grown.
Firm Chinese soybean and meal demand supports US and Brazilian soybean prices, though the resilience may be temporary if hog-related feed cuts eventually flow through to crush volumes.
在过去 12 次看涨的疫病事件之后,大豆 在 5 个交易日内中位数变动 -0.5%(42% 上涨;中间一半区间为 -1.6% 至 +0.1%),20 个交易日内为 +0.5%。
在过去 67 次看涨的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.9%),20 个交易日内为 +0.4%。
历史可比事件尚不足,暂无法给出历史解读。
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。