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Global milk output growth moderated into July, reflecting drought and heatwaves in Europe, slightly weaker US growth, and lower Australian production. New Zealand output rose 4.5%, and the latest GDT auction fell an average of 1.3%.
Weather-driven European and Australian supply shortfalls support firmer dairy prices, while Oceanian price easing signals softer global export values.
在过去 42 次天气事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -0.9% 至 +2.5%),20 个交易日内为 +2.0%。
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。