美豆开始播种 豆粕短期或宽幅震荡

金十财经
15 Apr

【美豆开始播种 豆粕短期或宽幅震荡】金十期货4月15日讯,周二国内饲料震荡偏弱。豆粕2509收跌1%,报3066元/吨;菜粕2509收跌1.04%,报2673元/吨。外盘方面,昨晚CBOT美豆宽幅震荡。现货方面,今日广东贸易商豆粕现货基差报价+250。截至4月13日当周,美豆种植率为2%,低于市场预期的3%,去年同期为3%,五年均值为2%。上周末华北地区受大风天气影响通关延迟3—5天,导致天津封港,影响油厂开机率,而下游饲料企业豆粕库存偏低,导致周末豆粕现货价格大幅上涨。不过,4月中旬后巴西大豆将集中到港,国内油厂开机率将回升,或限制豆粕价格上涨空间。预计豆粕短期或宽幅震荡为主。操作上,建议豆粕2509支撑位参考2900附近。

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