白糖数据日报-20250801

Group 1: Report Summary - The report is a daily data report on sugar, covering domestic and international sugar - related data and market analysis [2][3][4] Group 2: Domestic Sugar Price and Market Data - On July 31, 2025, the spot price of sugar in Nanning, Guangxi was 6100 yuan/ton, down 20 yuan; in Kunming, Yunnan was 5900 yuan/ton, down 15 yuan; in Dali, Yunnan was 5790 yuan/ton, down 10 yuan; in Rizhao, Shandong was 6115 yuan/ton, down 20 yuan [3] - SR09 was 5793, down 11; SR01 was 5655, down 11; SR09 - 01 was 138, unchanged [3] - The domestic market demand was weak, low inventory supported the spot price in Guangxi, and processed sugar entered the market, causing the quoted price to loosen and putting pressure on prices [4] Group 3: International Sugar Price and Market Data - On July 31, 2025, the exchange rate of RMB against the US dollar was 7.2095, up 0.0160; the exchange rate of the real against the RMB was 1.2818, up 0.0212; the exchange rate of the rupee against the RMB was 0.084, down 0.0004 [3] - The main contract of ICE raw sugar was 16.46, unchanged; the main contract of London white sugar was 573, up 3; the main contract of Brent crude oil was 72.75, unchanged [3] - In Brazil, sugar production in the second half of June was lower than expected. If the sugar - alcohol ratio continued to decline, Brazil's sugar output might not meet expectations [4] Group 4: Market Outlook - Considering the expected increase in imports, the overall domestic supply - demand situation would be marginally looser, and the market was expected to be bearish after a rebound [4]