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Hancock Prospecting plans to export 150,000 head of live cattle from Australia to China by end-2018, possibly rising to 300,000. Rabobank analyst Angus Gidley-Baird questions what price Chinese importers will pay and notes China's history of careful beef buying.
Additional Chinese demand for Australian live cattle could support export prices, but China's price sensitivity may cap gains. The effect is more relevant to Australian cattle than to US feed demand.
在过去 65 次中性的贸易事件之后,活牛 在 5 个交易日内中位数变动 +0.3%(57% 上涨;中间一半区间为 -0.5% 至 +1.4%),20 个交易日内为 +2.5%。
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。