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China's pork prices are rising as African swine fever continues to deplete its pig herd, with more than 1 million pigs dead or culled since August 2018. Official data showed pork prices up 18.2% year-on-year in May, and the country is relying more on imports.
A shrinking Chinese herd cuts domestic feed demand and lifts global demand for imported pork and protein, supporting meat and feed ingredient prices, particularly soybean meal demand in the medium term.
在过去 177 次看涨的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -1.8% 至 +2.7%),20 个交易日内为 +0.9%。
在过去 98 次中性的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(44% 上涨;中间一半区间为 -1.9% 至 +1.5%),20 个交易日内为 -0.4%。
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。