中(zhong)證網訊(記者 馬爽)5月以來,伴隨著菜(cai)粕(po)期貨(huo)主力(li)(li)1909合約價格不斷抬升(sheng),該(gai)合約的成交量(liang)也(ye)出(chu)現顯著增長。菜(cai)粕(po)期貨(huo)主力(li)(li)1909合約價格一度從(cong)2161元(yuan)/噸升(sheng)至階段新高2629元(yuan)/噸,成交量(liang)也(ye)從(cong)64.5萬手(shou)攀高至313.9萬手(shou)。
卓創資訊(xun)菜(cai)粕(po)(po)(po)分(fen)析(xi)師(shi)范(fan)晴(qing)(qing)晴(qing)(qing)表(biao)示,近(jin)期菜(cai)粕(po)(po)(po)期貨(huo)主力合(he)約備受投(tou)資者的青睞,主要在于國內(nei)進口(kou)(kou)菜(cai)籽供(gong)(gong)應量(liang)(liang)有(you)限,沿(yan)(yan)海(hai)油廠的加籽菜(cai)粕(po)(po)(po)庫(ku)存(cun)(cun)持續下(xia)滑,且(qie)已處(chu)于往年同(tong)期低(di)位,所以(yi)到9月(yue)可(ke)交(jiao)割現(xian)貨(huo)量(liang)(liang)十(shi)分(fen)有(you)限。截(jie)至(zhi)本周一,2019年的第25周,沿(yan)(yan)海(hai)油廠菜(cai)粕(po)(po)(po)庫(ku)存(cun)(cun)為(wei).3萬噸,與上(shang)(shang)周相比減少0.3萬噸。沿(yan)(yan)海(hai)港(gang)口(kou)(kou)進口(kou)(kou)菜(cai)粕(po)(po)(po)庫(ku)存(cun)(cun)量(liang)(liang)為(wei)18.8萬噸,已處(chu)于高(gao)位。從菜(cai)粕(po)(po)(po)現(xian)貨(huo)供(gong)(gong)應量(liang)(liang)上(shang)(shang)看,國內(nei)菜(cai)粕(po)(po)(po)基本面(mian)(mian)整體表(biao)現(xian)寬松(song),但因進口(kou)(kou)菜(cai)粕(po)(po)(po)并不(bu)(bu)符合(he)交(jiao)割標準,即使港(gang)口(kou)(kou)進口(kou)(kou)菜(cai)粕(po)(po)(po)庫(ku)存(cun)(cun)壓力始終(zhong)較大,并不(bu)(bu)妨礙(ai)市場參(can)與者的做多熱(re)情。整體來看,進口(kou)(kou)菜(cai)粕(po)(po)(po)雖然供(gong)(gong)應量(liang)(liang)大,但不(bu)(bu)符合(he)交(jiao)割標的;在沿(yan)(yan)海(hai)油廠菜(cai)粕(po)(po)(po)供(gong)(gong)應十(shi)分(fen)有(you)限的情況下(xia),不(bu)(bu)排(pai)除盤(pan)面(mian)(mian)繼續上(shang)(shang)漲(zhang)的可(ke)能。不(bu)(bu)過因現(xian)階段期現(xian)有(you)所背離,現(xian)貨(huo)價格或(huo)難以(yi)上(shang)(shang)漲(zhang)。
中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)聲明:凡(fan)(fan)本(ben)網(wang)(wang)注(zhu)明“來源(yuan):中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)”的所(suo)有(you)作(zuo)品(pin),版權(quan)(quan)均(jun)(jun)屬于中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)與(yu)作(zuo)品(pin)作(zuo)者(zhe)聯合聲明,任何組(zu)織(zhi)未經中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)以及作(zuo)者(zhe)書(shu)面授(shou)權(quan)(quan)不得轉(zhuan)載、摘編(bian)或利用(yong)其它方式(shi)使用(yong)上述作(zuo)品(pin)。凡(fan)(fan)本(ben)網(wang)(wang)注(zhu)明來源(yuan)非中(zhong)(zhong)(zhong)國(guo)(guo)證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)(wang)的作(zuo)品(pin),均(jun)(jun)轉(zhuan)載自其它媒體,轉(zhuan)載目的在(zai)于更好服務讀者(zhe)、傳遞信息之需,并不代表本(ben)網(wang)(wang)贊同其觀點(dian),本(ben)網(wang)(wang)亦(yi)不對其真實性負責,持異(yi)議者(zhe)應(ying)與(yu)原出處單(dan)位(wei)主(zhu)張權(quan)(quan)利。
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