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Lysine prices in China rose 78% month on month at the start of December, according to Mintec. Stricter truck-size transport rules from November delayed deliveries and left stocks scarce, while snowy weather in northeast China disrupted transport.
Lysine is a core amino acid in compound feed, so a sharp supply squeeze plus rising pig-herd demand raises feed formulation costs for buyers in China and supports prices for competing protein inputs.
历史可比事件尚不足,暂无法给出历史解读。
在过去 48 次中性的物流事件之后,豆粕 在 5 个交易日内中位数变动 +0.7%(60% 上涨;中间一半区间为 -1.0% 至 +2.5%),20 个交易日内为 +0.7%。
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。