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China's swine herd has suffered heavy losses from African swine fever since August 2018, with conservative estimates at least 20 percent of annual pork capacity lost. Losses could reach 150 million pigs and 25 to 30 billion pounds of pork over six to 12 months, and meat prices in China and globally are rising.
A large Chinese pork shortage pushes up global protein prices and increases import demand for substitutes, supporting hog, chicken and feed-ingredient prices.
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%。
历史可比事件尚不足,暂无法给出历史解读。
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%。
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。