格林大华期货早盘提示-20250527

Group 1: Investment Ratings - The investment ratings for the sectors are as follows: Sugar in the agricultural, forestry, and livestock sector is rated as "volatile"; Red dates in the same sector are rated as "volatile and slightly weak"; Rubber series in the energy and chemical sector are rated as "volatile", with natural rubber and synthetic rubber having different specific trends [1][3][4] Group 2: Core Views - Sugar market is affected by factors such as global production forecasts and domestic production and sales data. Currently, Zhengzhou sugar is at the lower edge of the volatile range, and short - term trading information is limited. Attention should be paid to Brazilian and domestic data [1] - After the Dragon Boat Festival stocking atmosphere fades, the red date market's trading enthusiasm declines. The downstream consumption will enter the off - season, and the inventory pressure will suppress the price. Focus on the growth of jujube trees in the main producing areas [3] - Natural rubber is affected by high inventory and increasing raw material supply, with limited upward drivers and likely to be in low - level volatility. Synthetic rubber lacks obvious positive factors and may run weakly due to falling raw material prices [4] Group 3: Summary by Variety Sugar - Market Review: SR509 closed at 5835 yuan/ton yesterday with a daily increase of 0.03%, and SR601 closed at 5699 yuan/ton with a daily increase of 0.11% [1] - Important Information: Global sugar production in the 2025/26 season is expected to increase by 8.6 million tons to 189.3 million tons. Domestic sugar prices in different regions have adjusted, and the port's waiting - to - ship sugar quantity has decreased [1] - Market Logic: External markets were closed yesterday. Zhengzhou sugar weakened at night after a small rebound. It is at the lower edge of the volatile range, and there may be new downward impetus [1] - Trading Strategy: For SR509, pay attention to the support at 5800 today. If the support is effective, short - term investors can try intraday long positions [1] Red Dates - Market Review: CJ509 closed at 9000 yuan/ton yesterday with a daily increase of 0.22%, and CJ601 closed at 9920 yuan/ton with a daily increase of 0.10% [3] - Important Information: The physical inventory of 36 sample points last week increased by 0.76% week - on - week and 67.60% year - on - year. Market prices in different regions were stable over the weekend [3] - Market Logic: The main red date contract traded sideways. After the stocking for the Dragon Boat Festival, the market's trading enthusiasm declined. The inventory pressure will suppress the price [3] - Trading Strategy: Pay attention to the support at 8950. If it is broken, look for support in the 8800 - 8850 range. It is recommended to short on rallies and consider 9 - 1 reverse arbitrage [3] Rubber Series - Market Review: RU2509 closed at 14400 yuan/ton yesterday with a daily decrease of 0.93%, NR2507 closed at 12645 yuan/ton with a daily increase of 0.16%, and BR2507 closed at 11545 yuan/ton with a daily decrease of 1.74% [4] - Important Information: Thai raw material prices, domestic rubber prices, tire enterprise capacity utilization rates, and Qingdao's rubber inventory data are provided [4] - Market Logic: Natural rubber continued to be volatile and weak with resistance to decline. Synthetic rubber fell again and then stabilized at the support level. Raw material prices fell, and the market atmosphere was weak [4] - Trading Strategy: For RU, pay attention to the 14300 - 14330 support area; for NR, focus on the 12500 - 12880 volatile range; for BR, consider stopping losses on short positions and pay attention to the 11500 - 11550 support [4]