要闻 来源:国泰君安期货 时间:2022-10-19 09:04:28
(资料图片仅供参考)
预期供应将大幅增加,菜粕价格承压下行。前期国内豆粕供应偏紧,豆粕现货价格大涨带动菜粕价格上涨。本周,美豆出口检验报告证实美豆出口基本正常,进口大豆预计在11月中旬以后集中到港,另外,进口菜籽最快10月底左右就会陆续到港,预计11、12月进口菜籽合计到港量将超过100万吨。菜粕供应即将大增,但是需求却受到水产养殖淡季,以及葵粕等其他杂粕的性价比更高的影响仍然较弱,预计菜粕现货价格将高位回落。操作上建议把菜粕01合约作为空头配置,关注菜粕1-5反套,以及买豆粕01空菜粕01的套利。
(文章来源:国泰君安期货)
标签: 国泰君安
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