当前市场余粮进一步收紧 预计玉米价格震荡运行
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市场资讯
来源:大越期货 作者:大越期货
研报正文
【每日观点】
1.基本面:供应方面来看,当前市场余粮进一步收紧,农户售粮结束,渠道库存继续下降。需求方面来看,深加工陆续停机检修,消耗能力下降,饲料企业需求平平,采购心态疲软,随用随采为主。综合来看,随着供应的不断收紧,预计玉米价格进入缓幅上涨区间。中性。
2.基差:现货报价2420元/吨,09合约基差为-52元/吨,现货贴水期货。偏空。
3.库存:截至6月26日,加工企业玉米库存总量446万吨,降幅7.22%;截至6月21日,北方四港玉米库存共计298.3万吨,周环比减少9.58%;截至6月21日,广东港口玉米库存共计110.9万吨,周环比增加9.37%;截至6月27日,饲料企业玉米平均库存31.51天,较6月20日增加0.3天,环比增长0.96%,同比增加16.47%。偏多。
4.盘面:MA20向上,期货价收于MA20下方。中性。
5.主力持仓:主力持仓净空,空减。偏空。
6.预期:预计玉米价格震荡运行。C2409合约建议日内偏空操作。
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