市场要闻

国内白糖期现货行情

周一全球金融市场大幅下挫，原糖受整体氛围影响下跌，周一结算价为12.61美分/磅，周环比下跌1.2美分/磅，跌幅8.7%。
而郑糖主力合约周一亦大幅下跌收于5580元/吨，周环比下跌145元/吨，跌幅2.5%。
周一广西一级糖报价区间为5750-5820元/吨，云南昆明报价5680元/吨；现货价格企稳，现货升水上升至200元/吨。

国内产销情况

· 截至2月底，全国糖厂库存共480万吨，同比高80万吨；88%的库存为甘蔗糖且大部分集中在广西产区。

· 得益于良好的销售数据广西糖厂目前不急于降价促销：截至2月底全国销量同比增加64万吨，而本榨季产糖量预估减少50万吨。

· 但销区的消化进度放缓，部分库存滞留在中间商环节，因此仍需关注疫情下消费恢复的进度。

走私动态

1月份流入中国周边的走私路径的白糖量环比减少32%。
考虑到疫情影响，2、3月份的走私量预估维持低位。
目前走私利润伴随5号白糖期货价格的走弱回升至230美元水平。

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