• 得益于外盘上涨拉动,国内期现价格均走高。
  • 本周一因消息面影响,及部分基金获利了结,郑糖冲高回落。
  • 现货方面因糖厂资金压力同比减轻,现货价格相对坚挺。

市场要闻   

undefined

  

国内白糖期现货行情  

  • 截至本周一郑糖主力合约冲高回落至5766/吨,回吐上周涨幅。
  • 广西主产区主要品牌白糖售价亦略有回落,但仍较为坚挺,本周一平均基差拉大至72/吨。
undefined

undefined

进口与供应   

  • 12月份糖进口量预估约20 – 30万吨,其中原糖预估15- 20万吨。
  • 但预估近10万吨将进入保税库存。
  • 目前部分加工厂已经停机待年后才会恢复开机,上半年供应仍然以国产糖为主。
undefined

19/20榨季:前高后低  

  • 本周调低本榨季生产预期至1022万吨,比原预估值少约30万吨。
  • 这主要是因为广西反馈去年甘蔗生长不好,入榨量减少导致。
  • 预估本榨季全国产量和工业库存均将处于前高后低之势。  
undefined

Rosa Li

Rosa graduated from Jinan University in 2012 with a bachelor’s degree in Marketing. Rosa joined CZ in 2014 and has been an analyst for 7 years in our Guangzhou office managing the data capture, analysis and visualisation within the Chinese sugar markets utilising her skills in SQL, Python and VBA while also providing content for our platform CZ App. Rosa is also responsible for the localization of CZ App in China – CZ App WeChat, she also assists with the commercial marketing in China and works towards strategy with the trading team.

该作者的更多内容