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Wens Foodstuffs, China's largest pig producer, says it will follow the new lower-protein feed standards with minimal operational impact, since its formulas are already close to the rules. Restrictions tied to African swine fever are limiting herd rebuilding.
Lower protein adoption cuts soymeal demand gradually, though the limited impact at a major producer suggests the effect may be modest.
在过去 223 次看跌的政策事件之后,豆粕 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -2.2% 至 +1.2%),20 个交易日内为 -0.6%。
在过去 26 次中性的政策事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.9%(38% 上涨;中间一半区间为 -2.6% 至 +1.7%),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。