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The U.S. Meat Export Federation says China's pork market appears stable despite estimates that African Swine Fever has cut the hog herd by more than 20%. USMEF calculates the sow herd is down 22% and total hog inventory is down just under 21%.
Pork is on sale in Chinese cities with no empty shelves, and pork imports have declined while imports of other meats have risen.
Stable Chinese retail pork prices and full warehouses suggest the herd loss has not yet tightened supply enough to lift import demand. Until a supply gap appears, the effect on US hog prices is limited.
在过去 69 次中性的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.2%(48% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 -1.6%。
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。