行业资讯

粕类需求回暖引产品期价上涨

日期:2014-04-10
进入四月,禽流感阴影逐步散去,豆粕、菜粕等饲料原料产品价格普遍上涨。据生意社最新监测数据,当豆粕主流价格为3700元/吨左右,价格上涨50-100元/吨;菜粕价格主流报价为2800元/吨,价格上涨20元/吨。
 
对于粕类价格上涨原因,生意社分析师李冰表示,外盘天气炒作,大豆供应偏紧,豆粕等产品期价走高,现货价格跟盘止跌上涨,与此同时,禽流感疫情逐步终结,油厂挺粕。
 
值得注意的是,3月末,国家启动了6.5万吨冻猪肉收储。与国内猪肉消费量相比,冻猪肉收储提振作用有限,生猪价格持续低迷。近期生猪价格已跌至3年来的最低点,猪粮比价首次跌入5:1以下,养殖户出售一头肉猪要亏损350元以上。在此背景下,豆粕菜粕等产品价格上涨,加重了养殖行业的亏损。
 
4月国家启动冻猪肉收储政策稳市,养殖企业后市或增加生猪存栏量,预计饲料原料需求将陆续增加,豆粕菜粕等饲料原料价格或持续坚挺。由于生猪供应量增加,后市价格上涨乏力。
 
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