毅奇共赴生辰之约

【观点】广州期货:玉米与淀粉期价近强远弱表现分化_城市资讯网

木棉花的春天

    玉米现货继续稳中偏强,华北产区涨跌互现,东北产区与南北方港口继续稳中有涨,玉米期价震荡分化,近月表现相对强于远月。对于玉米而言,近期由于现货表现抗跌,而期价反弹来修复基差,接下来市场将关注两个方面的问题,其一是春节前现货走势,这取决于余粮压力,其他因素还包括渠道库存、国家抛储政策与农户售粮心态等;其二是年度供需格局评估,即结转库存的减量会否超过新作产量的增量,这影响玉米期现货的上方空间。在我们看来,前者由于国家抛储目的更多在于保障...

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与农户售粮心态等;其二是年度供需格局评估,即结转库存的减量会否超过新作产量的增量,这影响玉米期现货的上方空间。在我们看来,前者由于国家抛储目的更多在于保障...

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