2024年7月18日 星期一 19:43:55

矛盾的后市

    关于木薯淀粉的后市走势,可谓是:仁者见仁,智者见智!总之,难以准确预测和判断,至少下面的一些相互联系又相互矛盾的因素,就够迷惑和诡谲的了。
    1、2011/2012榨季中国木薯淀粉产量大幅下降而泰国将会有较高的增幅。
    2、国内木薯淀粉价格低迷而相关的玉米淀粉和白糖市场却走势坚挺。
    3、国内木薯淀粉产量下降而马铃薯淀粉却大幅增加(二者有重叠的市场)。
    4、国内木薯淀粉产量下降而国内经济和需求同样低迷(能抵减多少量?)。
    5、国内木薯淀粉价格稳步回升而泰国淀粉市场在逐级下跌。
    6、中国、越南木薯淀粉在屯货、惜售而泰国木薯淀粉在促销。
    7、按分析中国木薯淀粉需求应增加而一季度进口却减少(理论不符实际)。
    8、本榨季国内木薯淀粉产量大幅下降而市场价格却“该涨不涨”。
   ......!
   对此,你有何建解?你又将会如何判断?!
 
    (版权文章   未经允许不得转载  违者必究)
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