要闻 来源:国泰君安期货 时间:2022-11-23 16:12:39
(资料图片)
现货恐慌情绪蔓延,生猪近月合约大幅下跌。近期多地防控力度超预期,养殖端担忧调运受阻,恐慌出栏情绪加重,阶段性供应压力大增;前期市场对于腌腊需求增量存在较强期待,然而,疫情扰动下,需求增量不及预期。当前市场情绪转悲观,现货价格逼近前期二次育肥成本线,或继续刺激抛售行为,短期市场存在较强压力,需继续观察下一步现货趋稳区间及供需边际变化情况。若现阶段恐慌抛售情绪持续,库存去化格局基本形成,旺季不旺也意味着淡季可能不淡,若关注到出栏体重趋势下降,远月将存估值支撑,近远月延续反套格局。
(文章来源:国泰君安期货)
标签: 国泰君安
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