<p>牧场主对特朗普的牛肉价格评论感到震惊</p>
<p>牛肉期货下跌，影响牧场主利润</p>
<p>零售牛肉价格对消费者仍然很高</p>
<p>作者：汤姆·波兰塞克</p>
<p>芝加哥，12 月 24 日（路透社）-</p>
<p>加里·维特在家族农场开始喂养牛时只有 10 岁。</p>
<p>55 年后，经历了极端天气、消费者口味变化和全球贸易中断后，爱荷华州西侧的农民面临来自他支持的美国总统唐纳德·特朗普的意外风险。</p>
<p>面对选民对日常生活成本上升的强烈</p>
<p>不满</p>
<p>，特朗普在这个秋季宣称</p>
<p>牛肉价格太贵</p>
<p>牧场主必须降低牛价。特朗普表示，牛肉价格 “高于我们希望的，但很快会下降。”</p>
<p>就像拜登政府期间的鸡蛋价格一样，牛肉价格已成为美国可负担危机的象征。今年早些时候，由于牛群减少和消费者需求强劲，牛肉价格创下历史新高。</p>
<p>特朗普的评论让牧场主感到震惊，他们大多数支持这位总统。随后，他的政府宣布计划将从阿根廷进口的低关税牛肉数量增加四倍，发起对肉类加工商的</p>
<p>价格操控调查，并</p>
<p>取消特朗普在夏季对巴西牛肉进口征收的关税。</p>
<p>一系列举措打压了牛市，但并未显著降低超市的牛肉价格，导致通常直言不讳的牧场主发声。</p>
<p>“如果特朗普什么都不说，那就好了，” 维特说。“我仍然是特朗普的支持者。我只是对特朗普不太满意。”</p>
<p>路透社与八位牧场主进行了交谈，他们表示仍然支持特朗普，尽管他伤害了他们的牛价。</p>
<p>饲料牛期货（FcF26）在达到 10 月 16 日的高点后，因交易所设定的最大跌幅限制而下跌了 21%。在那一天，特朗普首次表示他的政府正在努力降低牛肉价格。</p>
<h3>牧牛农民感受到压力</h3>
<p>抛售削减了牧场主的利润，迫使牲畜买家停止购买，并驱赶了投机交易者，导致牛市变得越来越不稳定，牧场主和交易者表示。</p>
<p>“这影响了我们作为牧场主所获得的价格；也影响了饲养场所获得的价格；但我还没有看到或听说过对消费者支付的价格产生影响，” 66 岁的马蒂·史密斯说，他的家族在佛罗里达州的瓦卡胡塔经营牧场已有 175 年。</p>
<p>牛肉期货在 11 月底开始回升，尽管仍低于特朗普评论前的水平。经济学家表示，零售牛肉价格可能需要几个月才能反映牛市的下滑。他们还表示，零售价格的影响不会那么显著，因为肉类加工商、批发分销商和零售商在牧场主和消费者之间，增加了成本。</p>
<p>许多牛牧场主也种植农作物，牛肉在谷物和大豆价格因供应过剩和特朗普的贸易政策下跌时，成为他们业务的亮点。特朗普本月推出了一项</p>
<p>120 亿美元的援助计划，</p>
<p>主要针对农作物种植者。</p>
<p>由于干旱多年导致放牧土地干枯，迫使生产者将全国牛群削减至数十年来的最低水平，牛肉价格在 2025 年达到了历史新高。根据美国政府的估计，2025 年美国首次失去了作为世界最大牛肉生产国的地位，转而被巴西取代。</p>
<p>在特朗普政府停止美国进口墨西哥牲畜以防止肉食性寄生虫入侵后，牛肉供应进一步紧缩。由于供应紧张，肉类加工商的成本上升，泰森食品（TSN.N）在 11 月表示将永久关闭一家美国大型牛肉加工厂，减少了牛的市场。美国农业部本月下调了对 2026 年牛肉价格的预估，部分原因是即将关闭的工厂。</p>
<p>特朗普指责肉类加工商，如泰森，因操控和串通抬高牛肉价格，并命令司法部进行调查。肉类加工商表示，他们的行业受到严格监管，交易是透明的。</p>
<h3>超市货架上的价格震惊</h3>
<p>根据美国劳工统计局的最新数据，11 月的牛肉零售价格从一年前的每磅 5.63 美元上涨至每磅 6.54 美元，涨幅为 16%。无骨炖肉的零售价格从每磅 7.43 美元跃升 23%，达到每磅 9.17 美元。自特朗普在 10 月中旬发表评论以来，发往大宗买家的精选牛肉切块的批发价格截至周一上涨了 0.5%，而优质牛肉的批发价格则下降了 1%。</p>
<p>包括牛肉、咖啡和电力在内的一系列商品价格高企，令消费者感到不安，也让特朗普感到沮丧。最近的一份商务部报告显示，</p>
<p>9 月份年通胀率以近一年半以来最快的速度上升。</p>
<p>民主党利用选民对经济的焦虑，在最近的州和地方选举中获胜，并在 2024 年竞选中承诺降低消费者价格。</p>
<p>“特朗普政府正在采取全政府的方式来降低牛肉价格，多个机构削减监管，支持小型加工设施，并采取其他措施来支持牧场主和消费者，” 白宫发言人安娜·凯利说。</p>
<h3>谁来重建牛群？</h3>
<p>牧场主感到牛肉受到不公平的针对，因为许多商品的成本都很高。</p>
<p>“这对我们所有人来说都是一记重击，” 62 岁的迪恩·迈耶说，他是一位来自爱荷华州洛克拉皮兹的饲料牛养殖者，由于不确定性增加和价格下跌，上个月暂时停止了购买牛。</p>
<p>美国农村的八位牧场主表示，他们在上次总统选举中投票支持特朗普，因为他在移民和其他问题上的立场。但对他们中的一些人来说，特朗普对牛肉市场的干预动摇了他们对他的信心。</p>
<p>“他对一群实际上对商店牛肉价格没有真正影响的生产者发起了战争，” 位于密苏里州巴特勒的牛肉加工公司 Hertzog Meat Company 的老板 Todd Hertzog 说。</p>
<p>一项初步努力</p>
<p>重建国家的牛群</p>
<p>, 经济学家表示这最终将有助于降低牛肉价格，但在特朗普对进口市场注入不确定性后，牧场主和经济学家表示这项努力面临风险。</p>
<p>牛价下跌并没有带来帮助。</p>
<p>Vetter 说，他购买年轻牛只以便喂养后出售给肉类加工商 Cargill，他在十月底为 450 头每头约 500 磅的公牛支付了约 2500 美元。到十一月底，价格下降了约 300 美元。</p>
<p>与此同时，肉类加工商愿意支付更少的价格来购买 Vetter 喂养的、重约 1650 磅的牛。</p>
<p>在感恩节前夕，Vetter 表示，由于价格暴跌，他在最近的牛只购买中面临 25 万美元的潜在损失。</p>
<p>“总统可以随心所欲，但如果没有一些稳定性，建立牛群将会很困难，” Vetter 说。“在购买下一批小牛之前，我会仔细计算。”</p>

泰森食品

<p>牧场主对特朗普关于降低牛肉价格的评论感到不满，这导致了牛肉期货价格下跌，影响了他们的利润。尽管特朗普采取了增加牛肉进口和调查肉类加工商的措施，零售牛肉价格仍然居高不下。曾大力支持特朗普的牧场主们，现在因牛市波动而面临财务挑战。零售牛肉的成本持续上升，加剧了消费者对高价格的沮丧</p>

<p>Ranchers shocked by Trump’s beef price comments</p>
<div class="lb-trans"><p>牧场主对特朗普的牛肉价格评论感到震惊</p>
</div><p>Cattle futures fell, impacting rancher profits</p>
<div class="lb-trans"><p>牛肉期货下跌，影响牧场主利润</p>
</div><p>Retail beef prices remain high for consumers</p>
<div class="lb-trans"><p>零售牛肉价格对消费者仍然很高</p>
</div><p>By Tom Polansek</p>
<div class="lb-trans"><p>作者：汤姆·波兰塞克</p>
</div><p>CHICAGO, Dec 24 (Reuters) -</p>
<div class="lb-trans"><p>芝加哥，12 月 24 日（路透社）-</p>
</div><p>Gary Vetter was 10 years old when he started feeding cattle at his family’s farm.</p>
<div class="lb-trans"><p>加里·维特在家族农场开始喂养牛时只有 10 岁。</p>
</div><p>Fifty-five years later, after surviving bouts of extreme weather, changing consumer tastes and global trade disruptions, the Westside, Iowa, farmer faces an unexpected risk from the man he backed for U.S. president: Donald Trump.</p>
<div class="lb-trans"><p>55 年后，经历了极端天气、消费者口味变化和全球贸易中断后，爱荷华州西侧的农民面临来自他支持的美国总统唐纳德·特朗普的意外风险。</p>
</div><p>Facing intense</p>
<div class="lb-trans"><p>面对选民对日常生活成本上升的强烈</p>
</div><p>frustration</p>
<div class="lb-trans"><p>不满</p>
</div><p>from voters over rising everyday costs, Trump declared this fall that</p>
<div class="lb-trans"><p>，特朗普在这个秋季宣称</p>
</div><p>beef was too expensive</p>
<div class="lb-trans"><p>牛肉价格太贵</p>
</div><p>and ranchers must lower cattle prices. The price of beef was “higher than we want it, but it’s going to be coming down soon,” Trump said.</p>
<div class="lb-trans"><p>牧场主必须降低牛价。特朗普表示，牛肉价格 “高于我们希望的，但很快会下降。”</p>
</div><p>Much like the price of eggs during the Biden administration, the cost of beef has become an emblem of the affordability crisis in America. Beef prices hit record highs earlier this year as the cattle herd shrank and consumer demand remained strong.</p>
<div class="lb-trans"><p>就像拜登政府期间的鸡蛋价格一样，牛肉价格已成为美国可负担危机的象征。今年早些时候，由于牛群减少和消费者需求强劲，牛肉价格创下历史新高。</p>
</div><p>Trump’s comments shocked ranchers, who largely voted for the president. Then his administration announced plans to quadruple low-tariff U.S. imports of beef from Argentina, launched an</p>
<div class="lb-trans"><p>特朗普的评论让牧场主感到震惊，他们大多数支持这位总统。随后，他的政府宣布计划将从阿根廷进口的低关税牛肉数量增加四倍，发起对肉类加工商的</p>
</div><p>investigation into meatpackers</p>
<div class="lb-trans"><p>价格操控调查，并</p>
</div><p>for price manipulation, and</p>
<div class="lb-trans"><p>取消特朗普在夏季对巴西牛肉进口征收的关税。</p>
</div><p>removed duties</p>
<div class="lb-trans"><p>一系列举措打压了牛市，但并未显著降低超市的牛肉价格，导致通常直言不讳的牧场主发声。</p>
</div><p>that Trump imposed over the summer on imports of Brazilian beef.</p>
<div class="lb-trans"><p>“如果特朗普什么都不说，那就好了，” 维特说。“我仍然是特朗普的支持者。我只是对特朗普不太满意。”</p>
</div><p>The series of moves knocked down cattle markets but did not significantly lower the cost of beef at grocery stores, causing ranchers, typically straight shooters, to speak up.</p>
<div class="lb-trans"><p>路透社与八位牧场主进行了交谈，他们表示仍然支持特朗普，尽管他伤害了他们的牛价。</p>
</div><p>“It would have been nice if Trump hadn’t said anything,” Vetter said. “I’m still a Trump supporter. I’m just not a happy Trump supporter.”</p>
<div class="lb-trans"><p>饲料牛期货（FcF26）在达到 10 月 16 日的高点后，因交易所设定的最大跌幅限制而下跌了 21%。在那一天，特朗普首次表示他的政府正在努力降低牛肉价格。</p>
</div><p>Reuters spoke with a total of eight ranchers who said they still backed Trump, though he hurt prices for their cattle.</p>
<div class="lb-trans"><h3>牧牛农民感受到压力</h3>
</div><p>Feeder cattle futures (FcF26) dropped by an exchange-imposed maximum that limits how far prices can fall each day and sank by 21% over a little more than a month after reaching a high on October 16. On that day, Trump first said his administration was working to lower beef prices.</p>
<div class="lb-trans"><p>抛售削减了牧场主的利润，迫使牲畜买家停止购买，并驱赶了投机交易者，导致牛市变得越来越不稳定，牧场主和交易者表示。</p>
</div><h3>CATTLE FARMERS FEEL HEAT</h3>
<div class="lb-trans"><p>“这影响了我们作为牧场主所获得的价格；也影响了饲养场所获得的价格；但我还没有看到或听说过对消费者支付的价格产生影响，” 66 岁的马蒂·史密斯说，他的家族在佛罗里达州的瓦卡胡塔经营牧场已有 175 年。</p>
</div><p>The selloff sliced profits for ranchers, pushed livestock buyers from making purchases, and chased away speculative traders as cattle markets turned increasingly volatile, cattle producers and traders said.</p>
<div class="lb-trans"><p>牛肉期货在 11 月底开始回升，尽管仍低于特朗普评论前的水平。经济学家表示，零售牛肉价格可能需要几个月才能反映牛市的下滑。他们还表示，零售价格的影响不会那么显著，因为肉类加工商、批发分销商和零售商在牧场主和消费者之间，增加了成本。</p>
</div><p>“It’s affected the price that we as ranchers are getting; it’s affected what feedlots are getting; but it hasn’t done anything that I’ve seen or heard about yet to impact what the consumers are paying,” said Marty Smith, 66, whose family has been ranching in Wacahoota, Florida, for 175 years.</p>
<div class="lb-trans"><p>许多牛牧场主也种植农作物，牛肉在谷物和大豆价格因供应过剩和特朗普的贸易政策下跌时，成为他们业务的亮点。特朗普本月推出了一项</p>
</div><p>Cattle futures started rising in late November following their steep slide but remain below where they were before Trump’s comments. Economists said it would likely take months for retail beef prices to reflect the setback in cattle markets. Impacts on retail prices would also be less dramatic because meatpackers, wholesale distributors and retailers stand between ranchers and consumers and add to costs, they said.</p>
<div class="lb-trans"><p>120 亿美元的援助计划，</p>
</div><p>Many cattle ranchers also raise crops, and cattle had been a bright spot for their businesses as grain and soybean prices slumped due to large supplies and Trump’s trade policies. Trump unveiled a</p>
<div class="lb-trans"><p>主要针对农作物种植者。</p>
</div><p>$12 billion aid package</p>
<div class="lb-trans"><p>由于干旱多年导致放牧土地干枯，迫使生产者将全国牛群削减至数十年来的最低水平，牛肉价格在 2025 年达到了历史新高。根据美国政府的估计，2025 年美国首次失去了作为世界最大牛肉生产国的地位，转而被巴西取代。</p>
</div><p>intended mostly for crop growers this month.</p>
<div class="lb-trans"><p>在特朗普政府停止美国进口墨西哥牲畜以防止肉食性寄生虫入侵后，牛肉供应进一步紧缩。由于供应紧张，肉类加工商的成本上升，泰森食品（TSN.N）在 11 月表示将永久关闭一家美国大型牛肉加工厂，减少了牛的市场。美国农业部本月下调了对 2026 年牛肉价格的预估，部分原因是即将关闭的工厂。</p>
</div><p>Cattle prices had reached record highs throughout 2025 after years of drought dried up grazing lands and forced producers to slash the nation’s herd to its smallest size in decades. As a result of the decline, the U.S. for the first time in 2025 lost its spot as the world’s biggest beef producer to Brazil, according to U.S. government estimates.</p>
<div class="lb-trans"><p>特朗普指责肉类加工商，如泰森，因操控和串通抬高牛肉价格，并命令司法部进行调查。肉类加工商表示，他们的行业受到严格监管，交易是透明的。</p>
</div><p>Cattle supplies tightened further after the Trump administration</p>
<div class="lb-trans"><h3>超市货架上的价格震惊</h3>
</div><p>halted U.S. imports of Mexican livestock</p>
<div class="lb-trans"><p>根据美国劳工统计局的最新数据，11 月的牛肉零售价格从一年前的每磅 5.63 美元上涨至每磅 6.54 美元，涨幅为 16%。无骨炖肉的零售价格从每磅 7.43 美元跃升 23%，达到每磅 9.17 美元。自特朗普在 10 月中旬发表评论以来，发往大宗买家的精选牛肉切块的批发价格截至周一上涨了 0.5%，而优质牛肉的批发价格则下降了 1%。</p>
</div><p>to keep out a flesh-eating parasite. As tight supplies raised costs for meat processors, Tyson Foods (TSN.N) said in November it would permanently shut a major U.S. beef plant, removing a market for cattle. The U.S. Department of Agriculture this month lowered its estimates for cattle prices through 2026 in part because of the impending closure.</p>
<div class="lb-trans"><p>包括牛肉、咖啡和电力在内的一系列商品价格高企，令消费者感到不安，也让特朗普感到沮丧。最近的一份商务部报告显示，</p>
</div><p>Trump has</p>
<div class="lb-trans"><p>9 月份年通胀率以近一年半以来最快的速度上升。</p>
</div><p>accused meatpackers</p>
<div class="lb-trans"><p>民主党利用选民对经济的焦虑，在最近的州和地方选举中获胜，并在 2024 年竞选中承诺降低消费者价格。</p>
</div><p>such as Tyson of driving up beef prices through manipulation and collusion, and ordered the Justice Department to investigate. Meatpackers said their industry is heavily regulated, and transactions are transparent.</p>
<div class="lb-trans"><p>“特朗普政府正在采取全政府的方式来降低牛肉价格，多个机构削减监管，支持小型加工设施，并采取其他措施来支持牧场主和消费者，” 白宫发言人安娜·凯利说。</p>
</div><h3>STICKER SHOCK IN THE GROCERY AISLE</h3>
<div class="lb-trans"><h3>谁来重建牛群？</h3>
</div><p>The retail cost of ground beef in November climbed to $6.54 per pound from $5.63 per pound a year earlier, up 16%, according to the latest data from the Bureau of Labor Statistics. For boneless stew meat, retail prices jumped 23% to $9.17 per pound from $7.43 per pound. Since Trump’s comments in mid-October, wholesale prices for select cuts of beef shipped to buyers in large boxes were up 0.5% as of Monday, while wholesale prices for choice boxed beef eased 1%, according to U.S. data.</p>
<div class="lb-trans"><p>牧场主感到牛肉受到不公平的针对，因为许多商品的成本都很高。</p>
</div><p>High prices for a range of goods, including beef, coffee and electricity, have upset consumers and frustrated Trump. A recent Commerce Department report showed</p>
<div class="lb-trans"><p>“这对我们所有人来说都是一记重击，” 62 岁的迪恩·迈耶说，他是一位来自爱荷华州洛克拉皮兹的饲料牛养殖者，由于不确定性增加和价格下跌，上个月暂时停止了购买牛。</p>
</div><p>annual inflation rose</p>
<p>at its fastest pace in nearly 1-1⁄2 years in September.</p>
<p>Democrats exploited voters’ angst about the economy in recent state and local election victories, campaigning in 2024 on a pledge to lower consumer prices.</p>
<p>“The Trump administration is taking a whole-of-government approach to lowering beef prices, with multiple agencies slashing regulations, supporting small processing facilities, and taking other actions to support both ranchers and consumers,” White House spokesperson Anna Kelly said.</p>
<h3>WHO WILL REBUILD THE HERD?</h3>
<p>Ranchers felt beef was targeted unfairly because costs were high for a number of goods.</p>
<p>“It’s a sock in the gut for all of us,” said Dean Meyer, 62, a Rock Rapids, Iowa-based cattle feeder who temporarily paused buying cattle last month due to increased uncertainty and falling prices.</p>
<p>Eight ranchers in rural America said that they still supported Trump because of his stances on immigration and other issues, after voting for him in the last presidential race. But for some of them, Trump’s interference in the beef market shook their confidence in him.</p>
<div class="lb-trans"><p>美国农村的八位牧场主表示，他们在上次总统选举中投票支持特朗普，因为他在移民和其他问题上的立场。但对他们中的一些人来说，特朗普对牛肉市场的干预动摇了他们对他的信心。</p>
</div><p>“He’s waged war against a group of producers that literally have no real effect on the price of beef in the store,” said Todd Hertzog, owner and operator of beef processor Hertzog Meat Company in Butler, Missouri.</p>
<div class="lb-trans"><p>“他对一群实际上对商店牛肉价格没有真正影响的生产者发起了战争，” 位于密苏里州巴特勒的牛肉加工公司 Hertzog Meat Company 的老板 Todd Hertzog 说。</p>
</div><p>A fledgling effort to</p>
<div class="lb-trans"><p>一项初步努力</p>
</div><p>rebuild the nation’s cattle herd</p>
<div class="lb-trans"><p>重建国家的牛群</p>
</div><p>, which economists say would eventually help reduce beef prices, is at risk after Trump injected uncertainty into the market over imports, ranchers and economists said.</p>
<div class="lb-trans"><p>, 经济学家表示这最终将有助于降低牛肉价格，但在特朗普对进口市场注入不确定性后，牧场主和经济学家表示这项努力面临风险。</p>
</div><p>Falling cattle prices did not help.</p>
<div class="lb-trans"><p>牛价下跌并没有带来帮助。</p>
</div><p>Vetter, who buys young cattle to fatten for sale to meatpacker Cargill, said he paid about $2,500 per head for 450 steers weighing about 500 pounds each around the end of October. By the end of November, the price had dropped by about $300.</p>
<div class="lb-trans"><p>Vetter 说，他购买年轻牛只以便喂养后出售给肉类加工商 Cargill，他在十月底为 450 头每头约 500 磅的公牛支付了约 2500 美元。到十一月底，价格下降了约 300 美元。</p>
</div><p>At the same time, meatpackers were willing to pay less to buy cattle that Vetter feeds to weigh about 1,650 pounds.</p>
<div class="lb-trans"><p>与此同时，肉类加工商愿意支付更少的价格来购买 Vetter 喂养的、重约 1650 磅的牛。</p>
</div><p>Reached just before Thanksgiving, Vetter said that he was facing potential losses of $250,000 on his recent cattle purchases after prices tumbled.</p>
<div class="lb-trans"><p>在感恩节前夕，Vetter 表示，由于价格暴跌，他在最近的牛只购买中面临 25 万美元的潜在损失。</p>
</div><p>“The president can do whatever he wants but it’s going to be hard to build the cow herd if we don’t have some stability,” Vetter said. “I’m going to push a pencil really hard before I buy that next set of calves.”</p>
<div class="lb-trans"><p>“总统可以随心所欲，但如果没有一些稳定性，建立牛群将会很困难，” Vetter 说。“在购买下一批小牛之前，我会仔细计算。”</p>
</div>

INSIGHT-‘Not a happy Trump supporter’: Cattle ranchers hit by push for lower beef prices

- 特朗普关于牛肉价格的评论让养牛户感到震惊。
- 牛肉期货价格下跌，影响养牛户利润，零售价格依旧高企。
- 政府干预未能显著降低超市牛肉价格。

洞察 - ‘不再是快乐的特朗普支持者’: 牧场主受到降低牛肉价格的压力影响