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Rabobank's Q4 2017 Pork Quarterly expects global pork supply to rise, led by China, the US, Canada and Brazil. Chinese pork imports fell 27% in the first eight months of 2017 and may rebound in Q4, while Chinese prices are expected to keep trending lower.
US pork belly prices have reached record levels on foodservice demand.
A sharp fall in Chinese imports creates a risk of oversupply in global pork markets, pressuring hog prices. Expected Chinese import recovery would offer some support.
在过去 159 次看跌的报告事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -2.2% 至 +1.3%),20 个交易日内为 +1.0%。
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。