Highly pathogenic avian influenza has been reported in poultry and ostriches in China, India, Nigeria, South Africa and Taiwan over the past two weeks. Taiwan reported four H5N2 outbreaks affecting about 65,500 birds, and China confirmed H5N6 in a Yunnan village flock.
India reported its first H5N1 outbreak in domestic poultry in Jharkhand.
Scattered poultry losses are small relative to global supply, so the price effect is limited. Repeated outbreaks in major producers can still tighten poultry meat and feed demand at the margin.
在过去 645 次疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -1.8% 至 +2.1%),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 615 次疫病事件之后,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 -1.8% 至 +1.8%),20 个交易日内为 -0.2%。
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。