美国拟恢复从墨西哥进口活牛,JBS与泰森食品股价应声大涨

投资观察
Jul 28

美国农业部宣布计划解除对墨西哥活牛进口长达一年多的禁令,周一,JBS NV与泰森食品这两家美国最大的牛肉加工企业股价应声飙升。此举有望缓解美国的活牛供应短缺,并降低肉类加工商采购牲畜的成本,因为这些牲畜将在其工厂中被处理。

周一,活牛期货价格——即肉类加工商为从育肥场购入活牛所支付的价格——小幅下跌约1.5%。但泰森食品股价当日上涨7%,而JBS NV股价则猛涨10%。

自去年以来,美国中断了从墨西哥进口活牛,以遏制食肉性美洲螺旋蝇的蔓延。墨西哥每年约有100万头犊牛穿越边境,进入美国育肥场,经育肥后被屠宰。JBS与泰森食品均在得克萨斯州拥有大型工厂,今年迄今,两家公司均报告其牛肉业务亏损数亿美元。

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