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Rabobank's Q3 2017 Global Pork Quarterly says global pork trade is shifting as China's imports slow while other importers grow significantly. It expects global pork supply to rise further in the second half of 2017 and competition for consumers to intensify.
China's pork prices have fallen about 30% from 2016 records, and its 2017 hog output is forecast to rise about 2%.
Expanding global pork supply and weaker Chinese import demand point to softer hog prices in the second half of 2017. The Rabobank Five-Nation Hog Price Index has been stable so far, but the outlook leans lower.
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。