要闻 来源:国泰君安期货 时间:2023-06-13 15:12:54
(资料图片仅供参考)
国内新年度棉花减产和皮棉成本上升的预期继续对棉价构成支撑,且仍是本轮棉花上涨主要驱动,但是阶段性的,市场已交易新疆产量同比下滑15%左右预期,且现在下游处消费淡季,纺织厂对棉价持续上涨接受度开始下降,再加上国际市场上棉花需求较弱导致国际棉价偏弱,进口棉优势超过国产棉,所以国内棉价上涨放缓,预计在产区出现新的供应方面利多因素之前,郑棉将转为震荡走势,建议等待回调后做多。
(文章来源:国泰君安期货)
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