African swine fever has been reported in four Chinese provinces (Liaoning, Henan, Jiangsu and Zhejiang) since August 1. Chinese soybean futures fell as much as 1.8% to their lowest in nearly 10 years, and rapeseed meal futures dropped 3.2%, amid already weak demand from a record US crop forecast.
ASF threatens Chinese hog herds and therefore reduces demand for soybean meal and rapeseed meal used in pig feed. Lower hog numbers would weigh on meal demand and push Chinese meal prices down, with knock-on pressure on global protein meal markets.
在过去 167 次看跌的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.6%(40% 上涨;中间一半区间为 -1.8% 至 +1.4%),20 个交易日内为 -0.8%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 117 次看跌的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.6%(36% 上涨;中间一半区间为 -2.2% 至 +1.6%),20 个交易日内为 +1.2%。
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。