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Rabobank's Q3 Pork Quarterly report says the US-China trade war is creating uncertainty in China's pork industry, with higher tariffs on inputs such as soybeans raising costs. It also warns that the Senecavirus A virus could become a bigger risk if farms reduce biosecurity to cut costs.
Higher input costs may slow large-farm expansion and push small farms out, making Chinese pork supply more volatile and affecting feed demand over time.
在过去 224 次中性的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(43% 上涨;中间一半区间为 -1.7% 至 +1.2%),20 个交易日内为 -0.2%。
在过去 28 次中性的贸易事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.4%(46% 上涨;中间一半区间为 -2.2% 至 +0.7%),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。