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RaboResearch analyst Chenjun Pan says China's pork industry is undergoing major structural change due to African swine fever, creating sharp regional imbalances. Northern China has excess frozen pork and depressed prices, while southern China has tight supplies and prices nearly double.
Regional supply gaps and shipment restrictions could redirect pork and live hog flows, affecting hog prices and imported meat demand as restrictions evolve.
dtnpf.comKatie Dehlinger2019年2月1日在过去 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。
