华泰期货:苹果近日上涨,供应减少优质果短缺?

新浪财经
Mar 06

来源:华泰期货作者: 农产品组昨日苹果价格大幅拉升,苹果2605合约收盘价10753元/吨,涨幅4.27%。本轮苹果上涨延续了供应减少、优质果短缺的核心逻辑,近几个月交割果价格持续走高,为盘面提供了强支撑。与此同时,新产季的天气问题成为市场焦点,对“倒春寒”及霜冻可能影响产量的担忧,进一步推升了价格上行预期。从库存去化情况来看,本季苹果出库节奏偏快,不过库存结构分化明显,优质果货源偏少、普通货库存...

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