• 随着ICE白糖8月合约到期,国际市场白糖期货价格有所回升。但国际原白糖市场的供应过剩状况尚未解决,价格不容乐观。而国内本榨季截至目前得益于走私量的大幅减少,以及进口量的后移,国内食糖价格持稳,但仍需观望后续进口糖的集中到港影响。

市场热点&观点   

郑糖 & 纽约原糖价格 

替代品果葡糖浆F55   

  • 随着国内食糖期限价格上涨,目前食糖与果葡糖浆F55(等糖价)的价差扩大到1900/吨。
  • 预计终端仍将逐步增加果葡糖浆用量。

国内现货报价及升水走势   

  • 7月以来中粮曹妃甸现货价格上涨约4%,主要得益于郑糖价格的上涨。
  • 但今年以来其升水逐步走低至目前约200元水平,后期随着加工糖集中供应,加工糖升水可能仍然维持较低水平。

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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