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Fishmeal prices are weakening as good Peruvian production builds supply while Chinese port stocks have reached a 10-year seasonal high of 186,000 metric tons. African Swine Fever is reducing hog herds and fishmeal usage in China more than expected, and Shanghai ex-warehouse Peruvian superprime offers have fallen to CNY 10,700/t.
Heavy Peruvian supply combined with high Chinese port stocks and weaker demand from ASF-hit hog herds points to lower fishmeal prices, with CIF China superprime near $1,500/t.
在过去 167 次看跌的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.6%(40% 上涨;中间一半区间为 -1.8% 至 +1.4%),20 个交易日内为 -0.8%。
历史可比事件尚不足,暂无法给出历史解读。
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。