广西放储了,国储呢?- China Weekly 12th November 2019

  • 广西政府将于11月中投放12.7284万吨地方储备糖,竞拍底价为含加工费5800/吨。
  • 广西开榨提前也将增加11月食糖供应量。
  • 但今年春节较早意味着节前备货也将提前启动,亦有助于消化增加的供应量。

市场热点回顾

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国内白糖现货行情  

  • 南方甘蔗糖主产区18/19榨季库存基本清库,因库存薄弱,现货价格相对坚挺。
  • 但广西已有一家糖厂于1110号开榨,今日又有一家云南糖厂开榨,如果有更多糖厂陆续开榨,11月食糖产量可能同比大幅提高。
  • 此外广西政府今日公告投放12.7284万吨地方储备糖,加码现货供应量。
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原白糖期货价格走势  

  • 国内市场方面上周郑糖冲高回落,回到5600元水平线,提前开榨、生产商套保、放储传闻、资金获利了结等为背后动因。
  • 国际市场方面受巴西货币雷亚尔兑美元贬值影响,ICE原糖期货滞涨回落。  
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广西地方储备将清库  

  • 广西糖业发展办公室今日公告将投放12.7284万吨地方储备糖,竞拍底价为5800/吨。
  • 值得关注的地方在于竞拍价格已经包含加工费用,即实际投放成本是低于名义投放成本的。
  • 更进一步引发市场关注的是,接下来国家储备糖会投放吗?
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消费与替代  

  • 上周因玉米供应阶段性紧张,果葡糖浆价格较稳定,个别地区有所上涨。
  • 但当前是传统饮料消费淡季,对果葡糖浆需求不旺,意味着果葡糖浆价格上升空间不大,对白糖的比价仍占据优势。  

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Rosa Li

Rosa graduated from Jinan University in 2012 with a bachelor’s degree in Marketing. Rosa joined Czarnikow 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 Czapp. Rosa is also responsible for the localization of Czapp in China – Czapp WeChat, she also assists with the commercial marketing in China and works towards strategy with the trading team.

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