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KDM reports milk production dropping through the heat, with cow numbers holding as farmers keep cows longer for higher Class III and IV prices. Bird flu is slowing herd recovery, with some farms taking longer than expected to return to full output.
Tighter milk supply from heat and avian flu supports dairy product prices heading into fall, raising the cost of dairy inputs for feed buyers.
在过去 22 次看涨的疫病事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.0%(45% 上涨;中间一半区间为 -0.9% 至 +0.5%),20 个交易日内为 -2.8%。
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。
Heat-driven production declines and bird flu slowing herd recovery tighten milk supply, supporting Class III futures.