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COFCO Meat is importing pork from Chile and Europe as the US-China trade war raises costs for Chinese farmers. China's 25% tariff on US soybeans has pushed up soymeal prices, and COFCO Meat's chairman said each 100 yuan per tonne rise in soymeal adds only a small amount to production costs.
Tariff-driven soymeal price increases raise feed costs for Chinese hog producers and shift pork supply toward imports, which supports soymeal prices and adds to pressure on hog margins.
在过去 342 次看涨的贸易事件之后,豆粕 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.1% 至 +2.6%),20 个交易日内为 +0.6%。
在过去 803 次看跌的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.7%),20 个交易日内为 +0.9%。
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。