Rabobank's quarterly report says ongoing trade volatility, particularly with Brazil, will continue to challenge poultry industry margins. It flags EU restrictions on Brazilian plants, the Q2 truckers strike, and China's safeguard on Brazilian chicken.
Rabobank also cites rising grain and oilseed price volatility and concerns about autumn avian influenza outbreaks.
Volatile feed grain and oilseed prices and possible avian flu outbreaks could tighten poultry supply and shift chicken prices. Trade restrictions on Brazilian exports add to global price uncertainty.
历史可比事件尚不足,暂无法给出历史解读。
在过去 1,040 次看涨的报告事件之后,玉米 在 5 个交易日内中位数变动 +0.5%(62% 上涨;中间一半区间为 -0.9% 至 +2.0%),20 个交易日内为 +0.8%。
在过去 414 次看涨的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -2.1% 至 +2.3%),20 个交易日内为 +0.3%。
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。