【海南白糖产销数据及国内外棉花市场动态】海南截至 2025 年 4 月 30 日止，累计销糖 1.52 万吨，本 月销售 0.54 万吨，比上榨季同期减少 2.48 万吨。产销率为 27.59%，下降 26.17 个百分点。本月销售含 税出厂价 5431 - 6547 元/吨，库存食糖 3.99 万吨，比上榨季同期多 0.55 万吨。现货方面，广西制糖集 团报价 6130 - 6260 元/吨，少数下调 10 元/吨；云南制糖集团报价 5940 - 5980 元/吨，下调 10 元/吨。原 糖因需求疲弱价格走弱，国内现货成交一般，报价下调，未来关注 4 月销售数据，远期糖价仍将承压。 周三，ICE 美棉下跌 0.63%，报收 67.4 美分/磅，CF509 上涨 0.9%，报收 12900 元/吨，主力合约持仓环 比下降 10843 手至 57.66 万手。新疆地区棉花到厂价为 13839 元/吨，较前一日下降 7 元/吨，中国棉花 价格指数 3128B 级为 14113 元/吨，较前一日下降 70 元/吨。国际市场方面，美联储5 月议息会议按兵不 动，鲍威尔讲话后，市场小幅下调 6 月美联储降息预期，美元指 ...

守护"甜蜜事业" 中央纪委国家监委网站 贝为超 通讯员 蓝英纳 陶春 广西壮族自治区纪检监察机关紧密关注糖业技术升级的关键环节，通过深入企业生产一线，主动掌握糖 企技术改革的堵点与难点，有效破解糖企发展瓶颈。图为近日，来宾市兴宾区纪检监察干部在某公司新 升级的蔗糖生产线上了解有关情况。刘维 摄 图为近日，广西壮族自治区来宾市兴宾区纪委监委督导组深入迁江镇兴仁村，就糖料蔗水肥一体化项目 建设进行调研。陶春 摄 眼下，正值夏日好时光。广西壮族自治区南宁、柳州、来宾、崇左等蔗糖主产区，成片的甘蔗在田野里 摇曳，处处生机勃勃。 广西紧盯蔗糖产业发展堵点淤点强化监督 "守好全国人民的'糖罐子'。"习近平总书记考察来宾市国家现代农业产业园黄安优质"双高"糖料蔗基地 时提出殷殷嘱托。今年以来，自治区纪委监委持续深化政治监督，开展产业园区改革发展护航行动、深 化重大发展项目专项监督、深化领导干部插手基建工程和招投标腐败问题专项整治，保障蔗农糖企生产 经营一年比一年有奔头，让幸福的变化看得见、摸得着。 日前，记者随自治区、来宾市及兴宾区三级纪委监委联合督导组深入来宾市国家现代农业产业园，了解 蔗糖产业发展堵点淤点难点，以及纪检 ...

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 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 行业 白糖日报 日期 2025 年 5 月 8 日 请阅读正文后的声明 ＃summary＃ 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 | ...

Group 1: Report Information - Report Name: Sugar Daily Report [1] - Date: May 7, 2025 [2] - Researcher: Wang Haifeng, Lin Zhenlei, Yu Lanlan, Hong Chenliang, Liu Youran [3] Group 2: Investment Rating - No investment rating information provided Group 3: Core View - New season sugar in Brazil is gradually coming to the market, putting pressure on the market. The 5 - month contract delivery volume is expected to reach about 2 million tons, which may indicate weak spot sales. Uncertain factors mainly lie in the India - Pakistan conflict [7]. - Zhengzhou sugar is expected to face import pressure in the third quarter due to the opening of the profit window for out - of - quota imports. Zhengzhou sugar is regarded as bearish [8]. Group 4: Market Review and Operation Suggestions Futures Market - SR505 closed at 6073 yuan/ton, down 52 yuan or 0.85%, with a position of 13,644 contracts, a decrease of 2,518 contracts. SR509 closed at 5890 yuan/ton, up 1 yuan or 0.02%, with a position of 305,344 contracts, a decrease of 858 contracts. US sugar 05 closed at 17.38 cents/pound, down 0.24 cents or 1.36%, with a position of 30,343 contracts, a decrease of 14,074 contracts. US sugar 07 closed at 17.24 cents/pound, down 0.30 cents or 1.71%, with a position of 348,504 contracts, an increase of 2,994 contracts [7]. Market Analysis - New York raw sugar futures weakened on Friday, with the main July contract down 1.71% to 17.24 cents/pound. London ICE white sugar futures were closed for the UK public holiday. During the May Day holiday, foreign raw sugar maintained a weakening trend. The new season sugar in Brazil is gradually coming to the market, and the 5 - month contract delivery volume is expected to reach about 2 million tons, which may indicate weak spot sales. Uncertain factors mainly lie in the India - Pakistan conflict [7]. - Zhengzhou sugar's main contract showed a weak shock. The 09 contract closed at 5890 yuan/ton, up 1 yuan or 0.02%, with a reduction of 858 contracts. The spot prices in domestic production areas declined. After the rainfall in Guangxi, the market lost the impetus for speculation. The weak foreign raw sugar also dragged down Zhengzhou sugar, and the profit window for out - of - quota imports in China opened, so the import pressure in the third quarter is expected to be large. Zhengzhou sugar is regarded as bearish [8]. Group 5: Industry News - As of April 30, India had produced 25.69 million tons of sugar, and about 19 sugar mills were still in operation. About 10 sugar mills in Uttar Pradesh were still operating, and 8 of them were in western Uttar Pradesh. These sugar mills are expected to continue operating for 7 - 10 days. The increase in sugarcane production has improved the sugarcane supply in Uttar Pradesh, allowing some sugar mills to continue operating. In addition, the increase in sugar recovery rate in the second half of the season has also increased sugar production [9]. - From the Brazilian foreign trade secretariat's export data on April 28, Brazil exported 1,281,866.53 tons of sugar in the first four weeks of April, with an average daily export volume of 75,403.91 tons, a 12% decrease compared to the average daily export volume of 85,875.17 tons in the whole of April last year. The total export volume in April last year was 1,889,253.72 tons [9]. - Ukraine will reduce its sugar beet planting area by 17% this year, resulting in a significant decline in sugar production and a sharp drop in exports, especially to the EU. It is expected that Ukraine's sugar production will drop to 1.5 million tons this year, down from 1.8 million tons last year, and the export volume will be reduced to 180,511 tons, compared with 746,000 tons in 2024 [9]. - According to a survey of 23 analysts by S&P Global Commodity Insights, the sugar production in the central - southern main producing area of Brazil in the first half of April is expected to be 694,000 tons, a 3.8% decrease compared to the same period last year [9]. - According to the latest forecast of the US Department of Agriculture, Brazil's sugarcane production in the 2025/26 season may reach 671 million tons, of which 618 million tons will come from the central - southern region accounting for 91% of the country's production, and 53 million tons will come from the northeast and north regions. Brazil will continue to be the world's largest sugarcane and sugar producer in the next season [9][10]. Group 6: Data Overview - The report provides multiple data charts, including spot price trends, 2509 contract basis, SR5 - 9 spread, Brazilian raw sugar import profit, Zhengzhou Commodity Exchange warehouse receipts, Brazilian real exchange rate, and the trading and holding positions of the top 20 seats in the main contract of Zhengzhou sugar [11][13][16][20].

国际食糖贸易流向恐将出现重大变化 2025年2月，美国新任总统特朗普上台后，开始推出一系列对外加征关税政策。受此因素影响，国内外食糖价 格出现波动。我国与美国的食糖贸易往来相对较少，因此国内糖市未受到关税加征的直接冲击，然而国际糖市 却受到了以原油为首的大宗商品市场波动、汇率变动以及国际食糖贸易流向改变等多重因素的间接影响。 图为国内外糖价走势 | 科学 | 总进 | 黑西哥 | | 巴西 | | 多米尼加 | | 其他国家 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 口景 | 进口量 | 出 | 进口量 | 占比 | 进口景 | 占比 | 进口量 | 占比 | | 2014/2015 | 286 | 140 | 49% | 34 | 12% | 17 | 6% | 80 | 28% | | 2015/2016 | 293 | 147 | 50% | 35 | 12% | 18 | 6% | 79 | 27% | | 2016/2017 | 270 | 127 | 47% | 35 | 13% | 16 | 6% ...

Core Insights - The USDA forecasts that rainfall will contribute to a 26% increase in India's sugar production for the 2025-26 planting season [1] Group 1 - The anticipated increase in sugar production is significant, indicating a positive outlook for the Indian sugar industry [1]

Core Insights - The USDA forecasts that rainfall will contribute to a 26% increase in India's sugar production for the 2025-26 planting season [1] Group 1 - The expected increase in sugar production is significant, indicating a potential boost in supply [1] - This growth in production may impact global sugar prices and trade dynamics [1] - The forecast highlights the importance of weather conditions in agricultural output [1]

□ 本报记者 王薛淄 中国轻工联兼职副会长、中国缝制机械协会理事长杨晓京： 扩政策、优标准、强协同 巩固缝机强国地位 会上，多位兼职副会长、兼职副会长单位代表围绕会议主题，结合行业发展形势，交流座谈专项行动思 路、措施和建议。大家纷纷表示，要深刻领会党中央提振消费的战略意图，深入行业调研，汇聚各方智 慧，发挥引领作用，准确把握市场新需求、新动向，创新培育消费增长点，在学以致用、行以致远中推 动轻工业高质量发展。 缝制机械兼具装备、消费品双重属性，促进缝制机械消费、普及行业创新成果、服务人民美好生活一直 是中国缝制机械协会工作的重要抓手。2024年，协会通过七大举措推动高质量发展：一是围绕"两新"政 策开展宣贯引导，坚定行业信心；二是以线上线下结合形式普及缝艺文化，举办十余场技能培训；三是 制修订绿色、智能、适老化相关国家标准，驱动产品迭代升级；四是对标国家"三品"战略，遴选发布87 项创新产品，通过专项推介会对接产业链需求；五是联合兄弟协会举办智能化装备研讨会及行业峰会， 促进跨领域协同；六是组织海外参展及市场调研，拓展"一带一路"新兴市场；七是筹办CISMA2025国 际展会，打造全球行业风向标。2025年 ...

印度2024-25年糖出口量预计为80万吨。 ...

智通财经5月1日电，印度2024-25年糖出口量预计为80万吨。 ...