收评|国内期货主力合约涨多跌少 集运欧线涨超5%

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Oct 29

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  10月29日收盘,国内期货主力合约涨多跌少。集运欧线涨超5%,焦煤涨超3%,中证500、鸡蛋涨超2%;下跌方面,菜籽菜油跌超2%,棕榈油、燃油跌超1%。

  针对近期油脂整体走弱,新世纪期货分析师认为,近期国内油脂油料市场整体呈现供应充裕、去库缓慢的格局。上游港口大豆库存维持高位,同时油厂开机率持续提升,未来原料供应压力有增无减。豆粕市场库存累积,且下游未执行合同量显著下滑,市场采购心态趋于谨慎,尽管刚性提货需求仍存一定支撑。油脂总库存继续攀升,其中豆油和棕油是累库主力,仅菜油库存小幅下降。综合来看,从大豆原料到豆粕、油脂,整个产业链均面临供应压力,市场关注点集中于下游实际提货节奏能否加快,从而有效推动库存去化。

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