对中国主要猪肉出口国的市场份额分布

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

对中国主要猪肉出口国的市场份额分布,EU是绝对主力,但EU今年的总产量不乐观。

The EU breeding herd is back to a decreasing trend in 2018 (-3% year-on-year), after the

expansion in 2017. There were significant herd reductions in PL (-18%), NL (-9%), DE (-4%)

and RO (-9%), due to low prices, African Swine Fever (ASF) risk and/or environmental

restrictions. By contrast, ES pursues the expansion of produc

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