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Rabobank says new waves of H5N8 avian influenza across Europe, Asia and Africa could disrupt poultry trade and breeding stock supply as northern hemisphere winter raises disease risk. Outbreaks are continuing and the Netherlands' reopening for exports to China has been delayed.
Trade disruption from outbreaks can shift meat and breeding stock flows and weigh on exporter prices, while poultry feed demand could soften if flock losses grow. Broiler prices were rising, so the risk is mainly to the price outlook.
历史可比事件尚不足,暂无法给出历史解读。
在过去 98 次中性的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(44% 上涨;中间一半区间为 -1.9% 至 +1.5%),20 个交易日内为 -0.4%。
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。