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国际糖价或保持上行态势 _ 东方财富网

　　综合来看，原糖在17美分/磅附近仍有较强支撑。后期应继续关注巴西天气变化，以及进入夏季后印度、泰国季风情况，若是天气受阻，原糖价格或重新更上一台阶，回到20美分/磅以上也不是很大问题。　　　　2020/2021榨季进入尾声，糖市供给出现小幅缺口，而2021/2022榨季供应出现小幅过剩情况。但随着巴西出现严重干旱，以及后疫情时代全球宏观消费复苏，供给缺口逐步呈现收敛态势。总体来看，供需矛盾不大，但阶段性供需矛盾仍存。　　机构预估方面，国际糖业组织(ISO)的5月报告显示，2020/2021年度全球食糖预计产不足需，或短缺350万吨；预计2020/2021榨季全球糖产量为1.711亿吨，其中泰国预估值为820万吨，印度预估值为3100万吨，欧盟预估值为1630万吨；预计全球食糖消费为1.746亿吨，同比增长2.9%。咨询公司TRS预计2020/2021年度全球将出现2

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利多接踵而至，国际糖价或将保持上行态势 _ 东方财富网

利多接踵而至，国际糖价或将保持上行态势 _ 东方财富网
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【广发视点】利多接踵而至国际糖价或将保持上行态势 _ 东方财富网

摘要【利多接踵而至国际糖价或将保持上行态势】2021/22榨季考虑到巴西天气的问题，以及后疫情时代全球宏观消费复苏，加上原油价格的强劲，燃料乙醇的价格优势，供给的缺口逐步呈现出收敛态势，国际糖价继续大幅下挫空间有限。虽然巴西后期仍有降雨，但是不足以挽回前期的干旱导致的甘蔗受损，减产已是板上钉钉，北半球主产国，泰国与印度，最新消息显示，即使在雨季，泰国今年的降雨量也预计减少。若是泰国产量在下一榨季不能恢复至前期预估的1000万吨以上水平，或将极大刺激盘面做多热情。印度方面，后期的乙醇计划值得关注，这也使得印度的糖产量将从每年最多 3300 万吨减少到 2700 万吨。考虑到消费量约为 2500 万吨，并且未来可能会增长，印度将不再是主要的生产过剩国和出口国。若是计划得以实

United statesNew zealandUnited kingdomUnited states bankUnited states ministry of agricultureSugar the associationNorthern hemisphereCountry thailandMarket reviewBrazil southBrazil south regionIndia thailandUnited states ministryEurope sugarSugar marketIndia new

Europe Sugar substitutes Market || How is Growing Trend Fueling Market Sales? Future Plans and Industry Growth with High CAGR by Forecast 2027 Explores DBMR STUDY – KSU

/Europe Sugar substitutes Market || How is Growing Trend Fueling Market Sales? Future Plans and Industry Growth with High CAGR by Forecast 2027 Explores DBMR STUDY Europe Sugar substitutes Market || How is Growing Trend Fueling Market Sales? Future Plans and Industry Growth with High CAGR by Forecast 2027 Explores DBMR STUDY 3 Europe Sugar substitutes market is expected to gain market growth in the forecast period of 2020 to 2027. Data Bridge Market Research analyses that the market is growing with the CAGR of 7.8% in the forecast period of 2020 to 2027 and expected to reach USD 6,625.02 million by 2027. Increasing adoption of healthy foods, diet drinks and other sugar substitute products will accelerate the market in forecast period.

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