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Top News In Guangxi First Today - Breaking & Trending Today

白糖供需格局改善-期货频道-和讯网


1.国外生产情况
巴西2021/22榨季于4月开启,由于干旱天气影响,开榨进度偏慢,且市场有减产预期。截止6月上半月甘蔗制糖比为46.25%,低于上一年度同期的47.11%。若后期原油价格继续走强,推升燃料乙醇价格,将会使得生产商更偏向将甘蔗用于生产利润更高的乙醇燃料,从而减少制糖比例。不过制糖比例是一个动态指标,若糖价保持在较高水平则新榨季巴西制糖比例将发生倾斜,且雷亚尔若出现回调,也将提振巴西糖厂出口意向。
图1:巴西中南部地区累积糖产量(万吨)
图2:巴西中南部地区累计制糖比(%)
资料来源:浙商期货研究中心、UNICA
2.国内进口情况 ....

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