
Vietnam has culled more than 1.2 million pigs infected with African swine fever, according to the government. The virus has spread to 29 provinces, including Dong Nai, which supplies around 40% of pork for Ho Chi Minh City.
Heavy pig losses in Vietnam cut local feed demand and push buyers toward poultry and imported pork, which shifts demand for feed ingredients and meat prices in Southeast Asia.
在过去 167 次看跌的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.6%(40% 上涨;中间一半区间为 -1.8% 至 +1.4%),20 个交易日内为 -0.8%。
在过去 175 次看跌的疫病事件之后,玉米 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.5%),20 个交易日内为 +0.6%。
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%。
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。
Vietnam's ASF spread and 1.2m pig cull on May 13, just before the move, reinforced the Asian protein-shortage story and the case for stronger US pork export demand, supporting hog futures.