【国投期货:原木期价震荡】金十期货12月2日讯,现货方面,主流针叶木价格持稳。外盘方面,新西兰辐射松CFR初轮报价有所下调。供应方面,预计本周全国港口针叶原木到船11条,到港量32.86万方,环比增加8万方。从季节性来看,近几年11、12月是针叶原木进口高峰,因此11、12月的进口量环比可能继续增加。库存方面,库存总量偏低,但是环比继续增加。随着需求进入淡季,后期将继续累库。需求方面,随着下游房地产和基建进入淡季,原木需求将逐渐下降。综合来看,供需依然偏宽松,预计原木期价维持震荡,操作上暂时观望。
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