澳大利亚牛肉加工商面临危机,尽管零售价格不断上涨,但成本飙升和利润暴跌。 Australian beef processors face crisis as costs soar and profits collapse despite rising retail prices.

澳大利亚牛肉加工商正面临严重的财政压力,8月BPTC指数从21%修订为13%,9月的读数为6%,是最低的年份之一。 Australian beef processors are facing severe financial strain, with the August BPTC index revised down to 13% from 21% and September’s reading at a weak 6%, among the lowest in years. 牛的成本不断上升,重型轮船成本上升21%,加工牛成本上升35%,出口回报超过停滞,日本和中国略有增长,美国需求平缓,韩国下降3%。 Rising cattle costs—up 21% for heavy steers and 35% for processor cows—outpaced stagnant export returns, with modest gains in Japan and China, flat U.S. demand, and a 3% drop in South Korea. 共同产品收入下降了1%,高地、肉类和骨粉收入下降了6%,减少了关键的收入缓冲。 Co-product revenues fell 1%, with tallow and meat and bone meal down 6%, reducing a key income buffer. 零售牛肉价格只上涨了2%,限制了加工商在高昂的家庭开支中将成本转嫁给消费者的能力。 Retail beef prices rose only 2%, limiting processors’ ability to pass costs to consumers amid high household expenses. 迄今为止,BPTC的年均下降至63%,导致潜在业务削减,如减少杀机数量或延长维修,突出显示在利润率狭窄、波动不定的部门,持续的脆弱性。 The year-to-date BPTC average dropped to 63%, prompting potential operational cuts like reduced kill volumes or extended maintenance, highlighting ongoing vulnerability in a sector with narrow, volatile margins.