农产品板块—南华期货夏季策略会抢“鲜”看

南华期货
Jun 30, 2025

农产品白 糖2025年上半年白糖市场宽幅震荡,可以拆分为三个阶段,郑糖波动大致区间5600-6100元/吨,原糖波动区间在16.2-19.76美分/磅。市场主要围绕24/25年度印度糖供应变化、出口,中国进口糖浆及预混粉限制,中国糖供应变化,以及25/26年度巴西估产、印度、泰国估产变化展开。展望2025年下半年,市场的关注重点将围绕巴西25/26榨季产量变化,印度、泰国25/26榨季估产及产量...

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