政策再次左右國內玉米走勢
過guo去qu一yi周zhou,國guo內nei玉yu米mi跟gen隨sui國guo儲chu拍pai賣mai情qing況kuang上shang下xia振zhen蕩dang,現xian貨huo市shi場chang維wei持chi穩wen定ding,價jia格ge波bo動dong不bu大da。市shi場chang在zai國guo儲chu拍pai賣mai和he貿mao易yi商shang積ji極ji走zou貨huo的de影ying響xiang下xia,整zheng體ti上shang走zou勢shi保bao持chi穩wen定ding。期qi貨huo市shi場chang玉yu米mi指zhi數shu價jia格ge同tong樣yang反fan映ying現xian貨huo市shi場chang的de現xian狀zhuang,價jia格ge窄zhai幅fu波bo動dong,受shou製zhi於yu1650關口壓力較為明顯。市場參與資金的缺失導致國內玉米期貨市場波動幅度不如國際市場大。
congguojishichangduiguoneideyingxianglaikan,qijiagebodongyuguoneiyumideliandongxingyidaburuyiqian,guoneishichangyumijiagejibenshangshiquanbufanyingguoneiyumishichanggonggeizhuangkuang。suoyi,jinguanzaiguoqusantiandejiaoyiguochengzhong,guojishichangyumizhishujiageyijingzi330美分/蒲式耳大幅反彈至370美分/蒲式耳附近,回升比例高達12.1%,danguoneiyumijiagejibenshanghaishiyuanditabu,jiagebingmeiyouyinguojiyumidejiagehuishengerchuxiangenzhangxingqing。zheyifangmianshiyouyuguojishichangdeshangshengyinsuzhuyaoshimeiyuanhuilvdexiadiedaozhizhishujijindajumaijinyumisuozhi,guoneibingbucunzaicileijijinchaozuoqingkuang;另ling一yi方fang麵mian,全quan球qiu市shi場chang對dui於yu美mei國guo玉yu米mi的de強qiang勁jin需xu求qiu和he周zhou邊bian農nong產chan品pin價jia格ge的de大da幅fu上shang揚yang同tong樣yang為wei國guo際ji市shi場chang玉yu米mi價jia格ge回hui升sheng奠dian定ding基ji礎chu。此ci外wai,從cong技ji術shu上shang來lai看kan,國guo際ji市shi場chang玉yu米mi價jia格ge指zhi數shu自zi6月30日USDA大幅提高美國玉米播種麵積至8703.5萬英畝之後,價格即展開波瀾壯闊的下跌走勢,在價格下跌近30%之後,於前期低點320美分附近獲得支撐,價格存在反彈需求。
zongguanguoneiyumishichang,nanfangxiaoquhebeifanggonggeiquzhijianjibenshangbaochijinpinghengzhuangtai,shichangjunguanzhuyuguochudepaimaihechengjiaojiage。zailianxusanzhoudepaimaihou,shichangpubianduiyuweilaiyuqideyumigonggeijinzhangxinlidedaoyidingchengdudehuanjie,guoneihuabei、華中等地連續多日的價格上升走勢趨於穩定。截止到8月4日,山東德州二級等到廠價1780元/噸,上揚40元/噸;泰安儲備企業二等玉米收購價1840元/噸,上揚40元/噸;曹縣二等玉米汽車板價1840元/噸,上揚20元/噸(dun)。這(zhe)一(yi)方(fang)麵(mian)是(shi)由(you)於(yu)國(guo)儲(chu)拍(pai)賣(mai)政(zheng)策(ce)的(de)連(lian)續(xu)性(xing)使(shi)市(shi)場(chang)玉(yu)米(mi)供(gong)給(gei)增(zeng)加(jia),至(zhi)少(shao)在(zai)目(mu)前(qian)價(jia)位(wei)上(shang),國(guo)家(jia)是(shi)敞(chang)開(kai)供(gong)應(ying)的(de),隻(zhi)是(shi)價(jia)格(ge)偏(pian)高(gao)而(er)已(yi)。從(cong)前(qian)日(ri)的(de)拍(pai)賣(mai)結(jie)果(guo)也(ye)可(ke)以(yi)看(kan)出(chu),價(jia)格(ge)相(xiang)對(dui)偏(pian)低(di)的(de)黑(hei)龍(long)江(jiang)玉(yu)米(mi)成(cheng)交(jiao)比(bi)率(lv)明(ming)顯(xian)回(hui)升(sheng)。8月4日,黑龍江計劃交易國家臨時存儲玉米30萬噸,實際成交12.03萬噸,成交率40.09%,上周成交23.7%;吉林計劃交易08年國家臨時存儲玉米80.19萬噸,實際成交26.73萬噸,成交率33.33%,上周為44.5%;內蒙古計劃交易國家臨時存儲玉米39.99萬噸,實際成交9.85萬噸,成交率24.64%,上周為46.23%;遼寧計劃銷售國家臨時存儲玉米49.97萬噸,實際成交34.78萬噸,成交率69.60%,上周為68.87%,成交率保持穩定。國儲的玉米拍賣成交比率相對上周已經出現一定幅度的萎縮,除黑龍江地區的玉米成交比率環比上升外,吉林、neimenggudiqudechengjiaobilvdouchuxianjiaodafududexiajiang,zhexianshishichangduiyuyumidexuqiubingbusixiangxiangdenamejipo。tongshi,jiaogaodejiagetongyangyingxiangyumipaimaichengjiaolv。lingyifangmian,yumixuqiuyuqizaixiabannianjianghuishouzhiyushengzhuyangzhiguimodejiangdierchuxianweisuo。suizheshangbannianguoneishengzhujiagedejiejiexiajiang、H1N1bingdudechuanboheguojiashouchuzhuroudeyingxiang,guoneishengzhucunlanliangyujijianghuijiangdi,zhegeguochengdagaijianghuizaisijiduxianxianchulai。shengzhucunlanliangdejiangdijianghuixianzhuyingxiangyumiweilaidexuqiu,qihuoshichangyuanqijiageyizhinanyichuxianjiagehuishengzhuyaojiushiduiyuhoushiyumixuqiubuzhendefanying。
從cong國guo內nei政zheng策ce方fang麵mian來lai看kan,國guo家jia政zheng策ce的de基ji調tiao依yi然ran是shi維wei持chi玉yu米mi市shi場chang政zheng策ce的de連lian續xu性xing,保bao持chi持chi續xu拍pai賣mai以yi求qiu供gong應ying市shi場chang,並bing保bao持chi順shun價jia銷xiao售shou的de承cheng諾nuo,這zhe將jiang在zai一yi定ding程cheng度du上shang支zhi撐cheng國guo內nei玉yu米mi市shi場chang價jia格ge。同tong時shi,市shi場chang傳chuan言yan國guo家jia將jiang會hui定ding向xiang向xiang東dong北bei地di區qu玉yu米mi深shen加jia工gong企qi業ye拍pai賣mai臨lin時shi儲chu備bei玉yu米mi,采cai取qu定ding向xiang補bu貼tie的de形xing式shi,這zhe在zai一yi定ding程cheng度du上shang對dui於yu國guo內nei後hou市shi玉yu米mi是shi一yi個ge打da壓ya。
綜(zong)上(shang)所(suo)述(shu),隨(sui)著(zhe)當(dang)前(qian)宏(hong)觀(guan)經(jing)濟(ji)形(xing)勢(shi)的(de)穩(wen)定(ding)和(he)國(guo)內(nei)玉(yu)米(mi)市(shi)場(chang)供(gong)給(gei)由(you)市(shi)場(chang)供(gong)給(gei)向(xiang)國(guo)儲(chu)供(gong)給(gei)的(de)轉(zhuan)變(bian),國(guo)內(nei)玉(yu)米(mi)流(liu)通(tong)格(ge)局(ju)已(yi)經(jing)發(fa)生(sheng)翻(fan)天(tian)覆(fu)地(di)的(de)變(bian)化(hua)。國(guo)儲(chu)成(cheng)為(wei)當(dang)前(qian)市(shi)場(chang)供(gong)給(gei)的(de)主(zhu)角(jiao),其(qi)定(ding)價(jia)能(neng)力(li)和(he)議(yi)價(jia)能(neng)力(li)無(wu)人(ren)可(ke)以(yi)匹(pi)敵(di),市(shi)場(chang)貿(mao)易(yi)商(shang)基(ji)本(ben)上(shang)在(zai)當(dang)前(qian)市(shi)場(chang)狀(zhuang)況(kuang)中(zhong)保(bao)持(chi)觀(guan)望(wang)或(huo)者(zhe)為(wei)一(yi)個(ge)月(yue)後(hou)的(de)新(xin)年(nian)度(du)做(zuo)準(zhun)備(bei)。從(cong)這(zhe)個(ge)角(jiao)度(du)來(lai)看(kan),國(guo)儲(chu)拍(pai)賣(mai)價(jia)格(ge)將(jiang)成(cheng)為(wei)國(guo)內(nei)玉(yu)米(mi)市(shi)場(chang)價(jia)格(ge)的(de)風(feng)向(xiang)標(biao),其(qi)將(jiang)決(jue)定(ding)未(wei)來(lai)兩(liang)個(ge)月(yue)的(de)國(guo)內(nei)玉(yu)米(mi)價(jia)格(ge)走(zou)勢(shi),可(ke)見(jian)政(zheng)策(ce)將(jiang)成(cheng)為(wei)階(jie)段(duan)內(nei)國(guo)內(nei)玉(yu)米(mi)的(de)最(zui)為(wei)重(zhong)要(yao)的(de)影(ying)響(xiang)因(yin)素(su)。http://www.98fo.cn



