News list for "下游备"

豆粕下游备库天数普遍增加,为何价格仍无起色?

金十期货11月5日讯,本周在进口大豆卸港、通关等事件影响下,油厂压榨延后,贸易商提价,基差走强,下游购销情绪好转,备货天数普遍增2—3天,油厂豆粕去库。但是连盘仍无起色,一是供应压力仍需消化,近月买船进度与往年的差距正在缩窄,本周新买53船大豆。二是美湾、美西、巴西各船期贴水均下跌。CFTC管理基金持仓空头加仓,净持仓再度降低。美豆收获进度显著快于往年同期,当前收获收尾。巴西大豆最新播种进度53%,本周GO降水相当不错,MT较往年落下的进度也在快速缩窄,南部降雨一般,且11月第二周有可能转旱,但10月整体降雨正常,土壤墒情不错,预计难对作物播种生长产生不利影响,阿根廷播种开局顺利。预计短期连粕震荡运行,关注美大选结果对盘面的影响。

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2024-11-05 11:26:07
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