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白糖:震荡期
Guo Tai Jun An Qi Huo· 2025-08-08 01:40
Report Summary 1. Industry Investment Rating - No information provided on the report industry investment rating 2. Core Viewpoint - The sugar market is in a period of oscillation, with a trend strength of 0, indicating a neutral outlook [1][4] 3. Summary by Relevant Content 3.1. Fundamental Data - The raw sugar price is 16.03 cents/pound, down 0.01 from the previous period; the mainstream spot price is 5950 yuan/ton, down 20; the futures main contract price is 5667 yuan/ton, down 16. The 91 spread is 82 yuan/ton, up 27; the 15 spread is 42 yuan/ton, down 18; the mainstream spot basis is 283 yuan/ton, down 4 [1] 3.2. Macro and Industry News - High - frequency information shows that the sugar - cane crushing progress in the central - southern region of Brazil has accelerated; the monsoon rainfall in India is higher than the Long - Period Average (LPA); Brazil exported 336 million tons of sugar in June, a 5% year - on - year increase. China imported 42 million tons of sugar in June [1] 3.3. Domestic Market - CAOC predicts that the domestic sugar production in the 24/25 sugar - making season will be 1.116 billion tons, consumption will be 1.58 billion tons, and imports will be 500 million tons; in the 25/26 sugar - making season, production will be 1.12 billion tons, consumption will be 1.59 billion tons, and imports will be 500 million tons. As of the end of May in the 24/25 sugar - making season, the national sugar production was 1.116 billion tons (+120 million tons), cumulative sales were 811 million tons (+152 million tons), and the cumulative sales rate was 72.7%. As of the end of June, the cumulative sugar imports in the 24/25 sugar - making season were 251 million tons (-65 million tons) [2] 3.4. International Market - ISO predicts a global sugar supply shortage of 547 million tons in the 24/25 sugar - making season (previously 488 million tons). As of July 16 in the 25/26 sugar - making season, the cumulative sugar - cane crushing volume in the central - southern region of Brazil decreased by 9.6 percentage points year - on - year, with cumulative sugar production of 1.566 billion tons (-159 million tons), and the cumulative MIX was 51.02%, up 2.69 percentage points year - on - year. ISMA/NFCSF predicts that the total sugar production in India in the 25/26 sugar - making season will be 3.49 billion tons, up from 2.95 billion tons in the 24/25 sugar - making season (+540 million tons). The cumulative sugar production in Thailand in the 24/25 sugar - making season was 1.008 billion tons (+127 million tons) [3]
白糖日报-20250808
Jian Xin Qi Huo· 2025-08-08 01:12
Group 1: Report Basic Information - Report Name: Sugar Daily Report [1] - Date: August 8, 2025 [2] - Industry: Sugar [1] Group 2: Market Quotes and Operation Suggestions - Futures Quotes: SR509 closed at 5667 yuan/ton, down 22 yuan or 0.39%, with a position of 161,306 contracts, a decrease of 11,214 contracts; SR601 closed at 5585 yuan/ton, down 42 yuan or 0.75%, with a position of 278,027 contracts, an increase of 15,743 contracts; US Sugar 10 closed at 16.04 cents/pound, down 0.05 cents or 0.31%, with a position of 387,802 contracts, an increase of 409 contracts; US Sugar 03 closed at 16.70 cents/pound, down 0.05 cents or 0.30%, with a position of 231,986 contracts, an increase of 1,333 contracts [7] - Market Analysis: New York raw sugar futures weakened on Wednesday. The fundamentals of raw sugar have been relatively calm recently. The improvement in Brazilian weather has led to an increase in sugar production, which has pressured sugar prices, but the expectation of a decline in the total volume still exists. The market has digested the strong expectation of an increase in production in the Northern Hemisphere. The main contract of Zhengzhou sugar continued to decline yesterday. The spot prices in domestic producing areas also fell. Today, Zhengzhou Sugar 09 continued to decline but showed resistance. Industrial funds on the 09 contract have shifted from short to long, while speculative funds are shorting the 01 contract. Currently, the basis is large, which is unfavorable for short positions. Attention should be paid to whether speculative funds will short technically [7][8] Group 3: Industry News - Brazil's Sugar Exports: Brazil exported 3.5937 million tons of sugar in July, a year-on-year decrease of 4.6%. From April to July in the 2025/26 sugar season, Brazil exported a total of 10.76 million tons of sugar, a year-on-year decrease of 7.64% [9] - Impact of Fertilizer Prices: Citigroup analysts warned that the rising fertilizer prices may affect the profitability of producers in the 2025/26 season, although the harvests of corn and sugarcane improved in July due to favorable weather conditions [9] - Guangxi's Sugar Production: In the 2024/25 sugar season, Guangxi crushed 48.5954 million tons of sugarcane, a year-on-year decrease of 2.5847 million tons; produced 6.465 million tons of mixed sugar, a year-on-year increase of 0.2836 million tons; the sugar production rate was 13.30%, a year-on-year increase of 1.22 percentage points. As of the end of July, Guangxi had sold 5.4961 million tons of sugar, a year-on-year increase of 0.3966 million tons; the sales rate was 85.01%, a year-on-year increase of 2.51 percentage points. In July, the single-month sugar sales volume was 0.3555 million tons, a year-on-year decrease of 0.2178 million tons; the industrial inventory was 0.9689 million tons, a year-on-year decrease of 0.113 million tons [9] - Yunnan's Sugar Production: In the 2024/2025 sugar season, Yunnan crushed 18.063 million tons of sugarcane (compared with 15.4494 million tons in the previous season), produced 2.4188 million tons of sugar (compared with 2.032 million tons in the previous season), with a sugar production rate of 13.39% (compared with 13.15% in the previous season), and produced 28,200 tons of alcohol (compared with 28,000 tons in the previous season). As of July 31, 2025, Yunnan had sold 1.9514 million tons of sugar, a year-on-year increase of 0.3262 million tons; the sales rate was 80.68%, a year-on-year increase of 0.7%. The monthly sugar sales volume in July was 200,300 tons, a year-on-year increase of 8,000 tons; the industrial inventory was 467,300 tons, a year-on-year increase of 60,600 tons [9] Group 4: Data Overview - Figures Included: Spot price trends, 2509 contract basis, SR9 - 1 spread, Brazilian raw sugar import profit, Zhengzhou Commodity Exchange warehouse receipts, Brazilian real exchange rate, and the trading positions of the top 20 seats in the main contract of Zhengzhou sugar [11][13][15][17] - Trading Positions of Top 20 Seats: Detailed data on the trading positions of the top 20 seats in the main contract of Zhengzhou sugar are provided, including the changes in long and short positions of various futures companies [20]
瑞达期货白糖产业日报-20250807
Rui Da Qi Huo· 2025-08-07 09:54
白糖产业日报 2025-08-07 作上建议偏空交易为主。 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货主力合约收盘价:白糖(日,元/吨) | 5667 | -16 主力合约持仓量:白糖(日,手) | 161306 | -11214 | | 期货市场 | 仓单数量:白糖(日,张) | 18615 | -187 期货前20名持仓:净买单量:白糖(日,手) | -18069 | -7033 | | | 有效仓单预报:白糖:小计(日,张) | 0 | 0 | | | | | 进口加 ...
大越期货白糖早报-20250807
Da Yue Qi Huo· 2025-08-07 01:52
交易咨询业务资格:证监许可【2012】1091号 白糖早报——2025年8月7日 大越期货投资咨询部 王明伟 从业资格证号:F0283029 投资咨询证号: Z0010442 联系方式:0575-85226759 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 CONTENTS 1、基本面:StoneX:25/26年度全球糖市供应过剩下调70万吨,至304万吨。2025年5月底,24/25 年度本期制糖全国累计产糖1116.21万吨;全国累计销糖811.38万吨;销糖率72.69%(去年同期 66.17%)。2025年6月中国进口食糖42万吨,同比增加39万吨;进口糖浆及预混粉等三项合计 11.57万吨,同比减少10.32万吨。中性。 白糖: 2、基差:柳州现货6050,基差422(01合约),升水期货;偏多。 3、库存:截至5月底24/25榨季工业库存304.83万吨;偏多。 4、盘面:20日均线走平,k线在20日均线下方,偏空。 5、主力持仓:持仓偏空,净持仓空增,主力 ...
白糖日报-20250807
Jian Xin Qi Huo· 2025-08-07 01:39
行业 白糖日报 日期 2025 年 8 月 7 日 021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号:F0301101 021-60635732 hongchenliang@ccb.ccbfutures .com 期货从业资格号:F3076808 研究员:刘悠然 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号:F03094925 农产品研究团队 研究员:林贞磊 研究员:余兰兰 研究员:洪辰亮 请阅读正文后的声明 #summary# 研究员:王海峰 021-60635728 wanghaifeng@ccb.ccbfutures.com 期货从业资格号:F0230741 021-60635740 linzhenlei@ccb.ccbfutures.com 期货从业资格号:F3055047 每日报告 一、行情回顾与操作建议 | 表1:期货行情 | | | | | | | --- | --- | --- | --- | --- | --- | | 合约 | 收盘价(元/吨 美分/磅) | 涨跌 | 涨跌幅 | 持仓量( ...
白糖日报-20250806
Jian Xin Qi Huo· 2025-08-06 01:51
1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report - The decline of Zhengzhou sugar may be nearing its end as the long - position funds are actively shifting to the 01 contract, causing the 9 - 1 spread to weaken. Currently, the basis is large, and there is certain support at the 5700 mark [8]. 3. Summary by Related Catalogs 3.1 Market Review and Operation Suggestions - **Futures Market Conditions**: SR509 closed at 5697 yuan/ton, down 24 yuan or 0.42%, with a position reduction of 20364 lots; SR601 closed at 5638 yuan/ton, up 12 yuan or 0.21%, with a position increase of 24152 lots; US Sugar 10 closed at 16.25 cents/pound, up 0.07 cents or 0.43%, with a position increase of 2539 lots; US Sugar 03 closed at 16.88 cents/pound, up 0.10 cents or 0.60%, with a position increase of 2476 lots [7]. - **Market Analysis**: New York raw sugar futures strengthened on Monday. The bearish production data of Brazil's central - southern region in the first half of July suppressed the raw sugar price, but concerns about the decline in Brazil's production still exist, and there is a high possibility of a reduction in beet sugar production in the EU. Zhengzhou sugar's decline was mainly due to the long - position funds' shift to the 01 contract [7][8]. 3.2 Industry News - **China - Guangxi**: In the 2024/25 sugar - crushing season, the cumulative cane crushing in Guangxi was 4859.54 million tons, a year - on - year decrease of 258.47 million tons; the output of blended sugar was 646.50 million tons, a year - on - year increase of 28.36 million tons; the sugar - making rate was 13.30%, a year - on - year increase of 1.22 percentage points. As of the end of July, the cumulative sugar sales were 549.61 million tons, a year - on - year increase of 39.66 million tons; the sales - to - production ratio was 85.01%, a year - on - year increase of 2.51 percentage points. In July, the single - month sugar sales were 35.55 million tons, a year - on - year decrease of 21.78 million tons; the industrial inventory was 96.89 million tons, a year - on - year decrease of 11.3 million tons [9]. - **China - Yunnan**: The 2024/2025 sugar - crushing season in Yunnan ended 5 days earlier than last year. The total cane crushing was 1806.30 million tons (compared with 1544.94 million tons in the previous season), the sugar output was 241.88 million tons (compared with 203.20 million tons in the previous season), the sugar - making rate was 13.39% (compared with 13.15% in the previous season), and the alcohol output was 2.82 million tons (compared with 2.80 million tons in the previous season). As of July 31, 2025, the cumulative sugar sales were 195.14 million tons, a year - on - year increase of 32.62 million tons; the sales - to - production ratio was 80.68%, a year - on - year increase of 0.7%; the monthly sugar sales were 20.03 million tons, a year - on - year increase of 0.8 million tons; the industrial inventory was 46.73 million tons, a year - on - year increase of 6.06 million tons [9]. - **Brazil**: In the first half of July, the cane crushing volume in the central - southern region of Brazil was 4982.3 million tons, a year - on - year increase of 641.1 million tons or 14.77%; the ATR of cane was 133.66 kg/ton, a year - on - year decrease of 9.79 kg/ton; the sugar - making ratio was 53.68%, a year - on - year increase of 3.79%; the ethanol output was 2.194 billion liters, a year - on - year increase of 0.051 billion liters or 2.36%; the sugar output was 3.406 million tons, a year - on - year increase of 0.446 million tons or 15.07% [9]. 3.3 Data Overview - The report presents multiple data charts, including spot price trends, 2509 contract basis, SR9 - 1 spread, Brazilian raw sugar import profit, Zhengzhou Commodity Exchange warehouse receipts, Brazilian real exchange rate, and the trading and position data of the top 20 seats of the Zhengzhou sugar main contract [11][15][17].
白糖日报-20250805
Jian Xin Qi Huo· 2025-08-05 01:49
Report Information - Report Name: Sugar Daily Report - Date: August 5, 2025 - Researcher: Wang Haifeng, Lin Zhenlei, Yu Lanlan, Hong Chenliang, Liu Youran [3] 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The downward drive in the sugar market is not strong currently, despite the bearish production data from the first half of July in the central - southern region of Brazil, as concerns about the decline in Brazilian sugar production still remain [7] - The recent decline of Zhengzhou sugar is mainly due to the pressure of concentrated supply of processed sugar. However, considering the rapid decline in futures prices and the large basis, this round of decline may be nearing its end [8] 3. Summary by Directory 3.1 Market Review and Operation Suggestions - **Futures Market**: On Friday, New York raw sugar futures weakened. The main October contract closed 0.92% lower at 16.20 cents per pound. London ICE white sugar futures' main October contract closed 0.6% lower at $465.00 per ton. In the domestic market, the main contract of Zhengzhou sugar fell slightly. The SR509 contract closed at 5,718 yuan per ton, down 44 yuan or 0.76%, with a reduction of 25,642 positions. The SR601 contract closed at 5,636 yuan per ton, down 3 yuan or 0.05%, with an increase of 12,592 positions. The No. 10 contract of US sugar closed at 16.20 cents per pound, down 0.15 cents or 0.92%, with a reduction of 3,169 positions. The No. 03 contract of US sugar closed at 16.80 cents per pound, down 0.17 cents or 1.00%, with an increase of 1,384 positions [7] - **Spot Market**: Domestic spot sugar prices in production areas declined. The price of Nanning sugar was reported at 6,010 yuan, and that of Kunming sugar was 5,820 yuan [8] 3.2 Industry News - **Brazil**: In the first half of July 2025, the sugar - cane crushing volume in the central - southern region of Brazil was 49.823 million tons, a year - on - year increase of 14.77%. The sugar production ratio was 53.68%, an increase of 3.79 percentage points compared to the same period last year. The sugar production was 3.406 million tons, a year - on - year increase of 15.07%. From the start of the 2025/26 sugar - crushing season until the first half of July, the cumulative sugar - cane crushing volume was 256.14 million tons, a year - on - year decrease of 9.61%. The cumulative sugar production was 15.655 million tons, a year - on - year decrease of 9.22% [9] - **India**: The Indian Sugar Mills Association (ISMA) predicted that the total sugar production in the 2025/26 sugar - crushing season will increase by 18% to about 34.9 million metric tons, compared with 29.5 million metric tons in the 2024/25 season. The estimated total sugar - cane planting area in the 2025/26 season is about 5.724 million hectares, slightly higher than the 5.711 million hectares in the 2024/25 season [9] 3.3 Data Overview - Various data charts are presented, including the SR9 - 1 spread, Brazilian raw sugar import profit, spot price trends, 2509 contract basis, Zhengzhou Commodity Exchange warehouse receipts, Brazilian real exchange rate, and the trading and position data of the top 20 seats of the main contract of Zhengzhou sugar [13][15][20][23] - The total trading volume of the top 20 members in the main contract of Zhengzhou sugar was 216,510 lots, a decrease of 33,087 lots. The total long - position volume was 153,878 lots, a decrease of 13,283 lots, and the total short - position volume was 144,032 lots, a decrease of 15,158 lots [23]
白糖市场周报:多空因素交织,白糖震荡运行-20250801
Rui Da Qi Huo· 2025-08-01 09:01
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report - This week, the price of Zhengzhou Sugar 2509 contract decreased by about 2.43%. Internationally, the rainy season has brought good production prospects for major Asian sugar - producing countries, and strong production signs in Brazil have cast a shadow of loose supply on the raw sugar market. However, the lower - than - expected ATR in Brazil's central - southern region and potential demand from countries like Pakistan, the Philippines, and Iran provide some support. Domestically, the price difference between domestic and international markets has opened the profit window for out - of - quota imports, releasing import pressure. On the demand side, the hot summer has led to increased demand for food and beverage industries, and the seasonal consumption of cold drinks has recovered, supporting the price. Overall, the sugar market is expected to fluctuate due to the combination of peak domestic demand and increased imports and expected global supply [6]. 3. Summary by Relevant Catalogs 3.1 Week - to - Week Key Points Summary - Future factors to watch include consumption and exports of Brazilian and Indian sugar. International sugar market: The rainy season in Asia and strong production in Brazil lead to a supply - loose expectation, but lower ATR in Brazil's central - southern region and potential demand support prices. Domestic sugar market: The opening of the out - of - quota profit window releases import pressure, and the peak consumption season provides support. The overall market is expected to fluctuate [6]. 3.2 Futures and Spot Market - **Futures Market**: - The price of the ICE US Sugar 10 - month contract fluctuated this week, with a weekly increase of about 0.43%. As of July 22, 2025, the non - commercial long - position of ICE No. 11 sugar decreased by 2.65% month - on - month to 198,761 contracts, and the non - commercial short - position increased by 0.86% month - on - month to 258,490 contracts. The non - commercial net position was - 59,729 contracts, a decrease of 14.65% month - on - month [8]. - The net position of the top 20 in Zhengzhou sugar futures this week was 3,472 contracts, and the number of Zhengzhou sugar warehouse receipts was 19,443 [21]. - **Spot Market**: - As of August 1, the sugar price in Liuzhou, Guangxi was 6,100 yuan/ton, and the spot price of sugar in Kunming, Yunnan was 5,900 yuan/ton [25]. - As of July 29, 2025, the estimated import processing price (out - of - quota, 50% tariff) of Brazilian sugar was 5,761 yuan/ton, a month - on - month increase of 0.89%; the in - quota price was 4,533 yuan/ton, a month - on - month increase of 0.87%. The estimated import processing price (out - of - quota, 50% tariff) of Thai sugar was 5,828 yuan/ton, a month - on - month increase of 0.88%; the in - quota price was 4,585 yuan/ton, a month - on - month increase of 0.88% [28]. - As of last week, the in - quota profit of imported Brazilian sugar was 1,427 yuan/ton, a decrease of 2.26% from the previous week; the out - of - quota profit was 199 yuan/ton, a decrease of 18.44% from the previous week. The in - quota profit of imported Thai sugar was 1,375 yuan/ton, a decrease of 2.41% from the previous week; the out - of - quota profit was 132 yuan/ton, a decrease of 25.42% from the previous week [34]. 3.3 Industry Chain Situation - **Supply Side**: - By the end of May 2025, the 2024/25 sugar - making season had ended. The total sugar production in China was 11.1621 million tons, an increase of 1.1989 million tons or 12.03% year - on - year [38]. - As of May 30, 2025, the industrial inventory was 3.0483 million tons, a year - on - year decrease of 322,100 tons [42]. - In June 2025, China imported 420,000 tons of sugar, a significant year - on - year increase. From January to June 2025, the cumulative sugar imports were 1.04 million tons, a year - on - year decrease of 19.7% [46]. - **Demand Side**: - As of May 31, 2025, the cumulative sugar sales in China were 8.1138 million tons, a month - on - month increase of 12.00%, and the sugar sales ratio was 72.69%, a month - on - month increase of 11.45% [50]. - As of June 30, 2025, the monthly output of refined sugar was 337,000 tons, a month - on - month decrease of 10.61%, and the monthly output of soft drinks was 1.84285 million tons, a month - on - month increase of 14.24% [55]. 3.4 Option Market - Information about the implied volatility of at - the - money options for sugar this week is presented in the chart of the implied volatility of the underlying of the Sugar 2509 contract, but specific data is not described in text [56]. 3.5 Sugar Futures - Stock Correlation Market - The chart of the price - to - earnings ratio of Nanning Sugar Industry is provided, but specific data is not described in text [60].
大越期货白糖早报-20250801
Da Yue Qi Huo· 2025-08-01 01:32
Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report - The 25/26 global sugar market is expected to shift from shortage to surplus, but there are differences in institutional forecasts. The 09 contract is approaching delivery, and attention should be paid to the basis regression. The main contract is about to switch to the 01 contract, and support around 5600 for the 01 contract should be monitored [5][8]. 3. Summary by Directory 3.1 Previous Day Review No relevant information provided. 3.2 Daily Tips - **Fundamentals**: StoneX has revised down the global sugar market surplus for the 25/26 season by 700,000 tons to 3.04 million tons. As of the end of May 2025, the cumulative sugar production in China for the 24/25 season was 11.1621 million tons, and the cumulative sugar sales were 8.1138 million tons, with a sales rate of 72.69% (66.17% in the same period last year). In June 2025, China imported 420,000 tons of sugar, a year-on-year increase of 390,000 tons, and the total import of syrup and premixed powder was 115,700 tons, a year-on-year decrease of 103,200 tons. The overall situation is neutral [5]. - **Basis**: The spot price in Liuzhou is 6,100 yuan, with a basis of 445 yuan (for the 01 contract), indicating a premium over the futures price, which is a bullish signal [5]. - **Inventory**: As of the end of May, the industrial inventory for the 24/25 sugar season was 3.0483 million tons, which is bullish [5]. - **Market Trend**: The 20 - day moving average is flat, and the K - line is below the 20 - day moving average, showing a bearish trend [5]. - **Main Position**: The net short position is decreasing, but the main position trend is still bearish [5]. - **Expectation**: The 09 contract is approaching delivery, and attention should be paid to the basis regression. The main contract is about to switch to the 01 contract, and support around 5600 for the 01 contract should be monitored [5][8]. 3.3 Today's Focus No relevant information provided. 3.4 Fundamental Data - **Global Sugar Supply and Demand Forecast for 25/26**: Global production is expected to reach 202 million tons, a record - high second, mainly driven by Brazil, India, and Thailand. Global consumption is expected to be 198 million tons, with Asia's demand growing by 1.3% and Africa having the fastest growth rate at 2.2%. There will be a surplus of 2.7 million tons, and the inventory - to - consumption ratio is between 52% - 54%. The global trade volume is expected to be 62 million tons, with Brazil's exports accounting for over 50% and Thailand's exports returning to a high level [35]. - **Institutional Forecasts for 2025/26**: USDA predicts a surplus of 11.397 million tons (doubling year - on - year), Datagro predicts a surplus of 2.58 million tons, ISO predicts a shift from a shortage of 4.88 million tons in 24/25 to a possible surplus in 25/26, and StoneX predicts a global production increase of 3.3 million tons and a surplus of 4.3 million tons [38]. - **China's Sugar Industry Data**: The sugarcane and beet planting and harvesting areas, sugar production, import, consumption, and price data from 2023/24 to 2025/26 are provided, showing relatively stable trends in various indicators [40]. 3.5 Position Data No relevant information provided.
供应压力增大 后市白糖价格大概率延续跌势
Jin Tou Wang· 2025-07-29 08:43
7月28日,郑商所白糖期货仓单20150张,环比上个交易日减少492张。 分析观点: 五矿期货研报:国内正处于近5年以来最佳的进口利润窗口期,下半年的进口供应压力可能增大,假设 在外盘价格不出现较大幅度反弹的前提下,后市郑糖价格延续跌势的概率偏大。 期货市场上看,7月29日收盘,白糖期货主力合约报5867.00元/吨,涨幅0.17%,最高触及5870.00元/ 吨,最低下探5840.00元/吨,日内成交量达159606手。 【市场资讯】 据外媒报道,S&P Global Commodity Insights公布的对23位分析师的调查显示,7月上半月,巴西中南部 主产区的糖产量预计将增加12.5%至330万吨。调查显示,7月上半月,巴西中南部地区甘蔗压榨量预计 较去年同期增加11.3%,至4830万吨。 昨日广西白糖现货成交价5981元/吨,下跌23元/吨;广西制糖集团报价6000~6090元/吨,下调10元/吨; 云南制糖集团报价5820~5870元/吨,个别下调10元/吨;加工糖厂主流报价区间6150~6550元/吨,调整 20~40元/吨,涨跌不一。 (7月29日)今日全国白糖价格 一览表 | 规格 | ...