推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 1月26日消息：美豆在連續(xù)5個(gè)月加速上漲后，自六年半高位連續(xù)跳水，上周五暴跌超4%。
昨日國內(nèi)市場兩粕、豆二紛紛下跌，跌破逾三周低位。浙商期貨農(nóng)產(chǎn)品高級分析師向博表示，近期國內(nèi)豆粕大幅下行的原因是USDA報(bào)告后利多出盡，南美大豆天氣炒作暫停歇，CBOT大豆期價(jià)出現(xiàn)松動(dòng)。此外，國內(nèi)步入養(yǎng)殖淡季，供需走弱。前期現(xiàn)貨價(jià)格上漲主要是疫情和寒潮背景下的備貨提前和投機(jī)需求，缺乏實(shí)質(zhì)的終端需求，市場做多情緒退潮后盤面隨即大幅回落。
據(jù)向博介紹，目前南美大豆種植情況尚可，上半年全球大豆供應(yīng)仍能保證，加之國內(nèi)處于養(yǎng)殖淡季，預(yù)計(jì)短期豆粕05合約弱振蕩為主，不過仍需警惕拉尼娜現(xiàn)象對阿根廷大豆種植的影響。美豆庫存偏低，市場對于明年美豆的產(chǎn)量有著更高的要求和期待，天氣敏感度較大，“而我國在生豬存欄恢復(fù)的背景下進(jìn)口量保持高水平，美豆緊平衡的預(yù)期強(qiáng)烈，這將大大激發(fā)市場的炒作熱情，國內(nèi)飼料需求逐步走高，豆粕09合約仍有較大機(jī)會，有望沖擊4000點(diǎn)?！毕虿┍硎尽?/p>
對油脂而言，向博認(rèn)為，前期資金對豆粕的追逐使得市場對油脂未來的預(yù)期轉(zhuǎn)弱，預(yù)計(jì)累庫周期重啟，油粕比資金驅(qū)動(dòng)下油脂回落明顯，未來重心將逐步下移，但2021年處于轉(zhuǎn)弱的過渡期，上半年油脂基本面仍偏強(qiáng)，不宜過分看空，主要關(guān)注下半年油脂的累庫情況。
