• 过去一周消息面偏利好市场,尽管国际市场的食糖过剩情况仍未见曙光,但国内市场似乎较为坚挺。7月产销数据偏利好,国产糖库存压力较小,糖厂及市场情绪乐观,现货价格得到支撑。

 

市场热点  

郑糖 & 纽约原糖价格   

  

7月产销数据偏利好  

  • 从库存数据来看,截至7月底国产糖库存同比减少约50万吨,压力大幅减少,向市场释放利多信号。
  • 从销售数据来看,7月国产糖的销售开始放缓,原因或包括进口糖的集中供应,或糖厂挺价惜售。

国内现货报价及升水走势  

  • 伴随郑糖走高,以及国产糖价格的坚挺,加工糖的现货报价持续上涨。
  • 但加工糖升水仍然维持在较低水平,后续仍需观察进口糖供应的影响。

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.

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