【苹果】新季产量预期博弈 短期观望为主

国元期货研究
25 Apr

策略观点当前主力2510合约作为25/26果季的新季合约,受现货端及新季产量预期双重影响。一方面,从现货端来看,本季库存处于历史低位,临近五一,备货需求下,走货顺畅,加之当前时令水果还未大量上市,果价后期仍有一定上行空间。另一方面,新季花量充裕,存增产预期,但近期降温天气引发市场对坐果的担忧情绪,目前仍处于博弈阶段,后续仍待观察。综合来看,新季产量仍存变数,短期盘面波动剧烈,观望为主。中期现货端...

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