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【观点】正信期货：白糖库存高位，糖价反弹较外糖偏弱_我的网站

A |     Hot take. Even pigs need a cool-down.    "Officer, my pigs are getting heatstroke!" That's the emergency call firefighters in China received during a scorching summer day. A truck carrying more than 100 pigs pulled over outside a fire station after many of the animals nearly collapsed from the extreme heat.    Firefighters immediately grabbed the hoses and spent nearly 50 minutes spraying water to cool them down.    The result? The pigs were back on their feet.    Netizens couldn't resist joking: "You could see how panicked the driver was, but he was smart and lucky." "The pigs were probably thinking: Ahh... that's the life!" (Huang Fang, Intern: Zou Hanjun)                    。    国际方面，市场预期供应减少，原糖高位震荡。

B | 机构预期26/27榨季全球糖市将从过剩转为短缺，巴西计划提高汽油乙醇掺混比例，预期提升乙醇需求、降低制糖比，支撑糖价。截至6月30日，巴西中南部双周食糖产量为390.3万吨，同比减少26.33%；中南部地区乙醇总产量达1136.5万升，同比增加20.44%。国内方面，受外盘及进口成本因素影响，但国内库存高企，郑糖跟随震荡上行后回调。农业部8月供需预测显示，下一甘蔗年度国内产量仍将增加，需求...。

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Published on:21:04:42