【苹果】低库存支撑果价 节后抛货压力有限

国元期货研究
Yesterday

策略观点清明过后,冷库将逐步开始清库,需求也将出现惯性回落。不过当前剩余库存处于历史低位,且库存结构中,果农货占比不大。节后供给压力不大,顺势销售下,出现集中抛货,踩踏价格的可能性不高。还需注意,4月是苹果的开花坐过期,若遭遇霜冻天气,将引发市场对新季产量的担忧情绪,进一步推高价格。基本面整体偏多看待,寻找回调后逢低布多机会。苹果2510建议参考区间7500-8000元/吨。关注去库进度及产区天气...

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