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Mizuho Securities expects a substantial improvement in US chicken margins in 2019, citing strong protein exports and lower-than-expected new chicken capacity. The report says African Swine Fever could reshape the global protein cycle, with China's market hogs reportedly liquidated by up to 5 percent and breeder inventory culled by 8 to 10 percent.
A severe Chinese hog shortage would lift import demand for pork and other proteins, supporting prices for feed-linked meats and chicken, while tighter domestic supply in China signals higher hog prices.
历史可比事件尚不足,暂无法给出历史解读。
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。