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Rabobank's Q3 poultry results forecast Brazil's poultry exports to fall 10% and production 3% after the EU delisted 20 Brazilian plants over salmonella concerns. It also cites China's safeguard measures and expected trade disruption from US-China tariffs.
A smaller Brazilian poultry sector cuts meat supply and lowers domestic feed demand in Brazil, while potential soybean sourcing shifts toward Brazil could support Brazilian soy prices.
历史可比事件尚不足,暂无法给出历史解读。
在过去 12 次看涨的疫病事件之后,大豆 在 5 个交易日内中位数变动 -0.5%(42% 上涨;中间一半区间为 -1.6% 至 +0.1%),20 个交易日内为 +0.5%。
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。