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Meat & Livestock Australia reports that the US cattle herd expansion is slowing rather than liquidating, with drought in key beef regions. Female slaughter reached 46.7% of the total kill on a rolling 52-week basis, and total cow slaughter in the first half rose 7.8% year on year.
Rising cow slaughter and drought-driven herd decisions point to tighter future beef supply later in the cycle, supporting cattle prices while adding volatility for feeders.
在过去 80 次看涨的天气事件之后,活牛 在 5 个交易日内中位数变动 +0.1%(54% 上涨;中间一半区间为 -0.8% 至 +1.3%),20 个交易日内为 +0.7%。
在过去 79 次看涨的天气事件之后,架子牛 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.4% 至 +1.7%),20 个交易日内为 +1.4%。
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。