美国解除对墨西哥活牛进口禁令 泰森食品与JBS股价大幅上涨

智通财经
Jul 27
【美国解除对墨西哥活牛进口禁令 泰森食品与JBS股价大幅上涨】随着市场预期美国将恢复从墨西哥进口活牛,美国主要肉类加工企业股价周一集体走高。此前,为防范致命寄生虫新大陆螺旋蝇的传播,美国对墨西哥活牛实施了长达一年多的进口禁令。美国农业部上周五宣布,将从8月24日起分阶段重新开放美墨边境的活牛进口口岸。这一政策调整旨在缓解美国国内因持续干旱和进口禁令双重挤压而导致的牛源短缺问题。受此消息提振,市场迅速消化了供应恢复的预期,前期因供应紧缺而积聚的多头仓位遭到集中平仓,活牛期货价格应声下跌。供应端的宽松预期直接利好下游肉类加工商。在过去一年中,由于美国本土牛群规模降至75年来最低水平,加之墨西哥活牛进口渠道被切断,肉类加工企业为争夺稀缺的屠宰原料不得不支付高昂溢价,利润空间受到严重挤压。截至美东时间周一上午,肉类加工板块全线飘红。其中,JBS股价涨幅居前,达到6.8%;泰森食品股价大涨5.8%;荷美尔食品公司上涨1.9%;朝圣者的骄傲上涨1.5%;史密斯菲尔德食品公司上涨1%。

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