巴西不顾疯牛病禁令,继续向中国供货 I 金融邮报

  • 尽管中国自行颁布了禁令,巴西肉类包装商Marfrig和Minerva仍将继续向中国供应牛肉

  • 阿根廷和乌拉圭的设施将被用来抵消由2015年双边卫生协议引发的禁令。

  • 巴西农业部长卡洛斯-法瓦罗希望该禁令能在3月解除,此前类似的禁令持续了13至120天。

  • 该禁令预计将影响肉类包装商的上半年业绩,桑坦德银行表示,中国可能利用该禁令来谈判降低价格

  • 巴西最大的肉类包装商JBS的股票上涨了5.5%。

  • 据桑坦德银行分析师称,在受影响的公司中,预计Minerva受影响最大,其次是Marfrig和JBS。

  • Brazilian meatpackers Marfrig and Minerva to continue to supply China with beef despite the country’s self-imposed ban

  • Facilities in Argentina and Uruguay will be used to offset the ban, triggered by a 2015 bilateral sanitary agreement

  • Brazilian Agriculture Minister Carlos Favaro hopes the ban can be lifted in March, after similar previous bans lasting 13 to 120 days

  • The ban is expected to impact meatpackers’ first-half results, with Santander suggesting China may use the ban to negotiate lower prices

  • Shares in Brazil’s top meatpacker JBS rose 5.5%

  • Of the affected firms, Minerva is expected to be the most impacted, followed by Marfrig and JBS, according to Santander analysts

链接:Two top Brazil beefpackers to keep supplying China despite mad cow-related ban | Financial Post