Comments corn continues to slump coking coal coke flying up to the sky-happynewyear

Comments received: corn continuous fall of coking coal coke fly hot column capital flows thousands of thousand comment stocks diagnosis the latest rating simulated trading client for Sina Financial News News February 24th, Saudi oil overnight long Naimi ruled out any possibility of production, international oil prices plummeted again. In early trading commodity pressure sharply lower, varieties rose more or less, the goods of low volatility, most agricultural products fell, it is worth noting that black afternoon strong rise, corn fell sharply. Coking coal rose 2.60%, coke rose 2.17%, Zheng coal rose 1.40%, sugar rose 1.14%, Shanghai gold rose 1.13%, plastics rose 0.74%. Asphalt fell 2.65%, corn fell 2.20%, rapeseed meal fell 2.18%, down 1.71%, cotton fell 1.67%, Shanghai zinc fell 1.62%, copper fell 1.43%, soybean oil fell 1.22%. The corn reserves highs is a foregone conclusion market fears increase comprehensive information in many aspects, the old corn directional sales message has not been confirmed by the relevant departments, but the market for a large number of outbound late Chen corn to suppress the price increasing concerns. Market participants said the above, huge stocks will enter the market, in the corn market to inventory is completed, the price of corn is difficult to see the sunshine". This personage thinks, Dalian corn and corn starch price recently fell, a great relationship with Chen corn sales orientation effect on market rumors, directional marketing mentality can not be ignored. The analysis of the current domestic corn stocks year, Chen grain storage point distribution, quality and other factors combined, is expected to first directional grain for 2012 annual sales in the relevant departments in the northeast of corn, northeast corn cumulative acquisition of 12 million tons, including 9 million tons through the way of inter provincial transfer library stored in North China, Southern China and other places. At present, the domestic corn market policy, obvious characteristics, temporary storage of corn acquisition support new corn prices, sales orientation and Chen Yumi rumors about the ups and downs of future corn prices, expected short-term policy news will be the focus of the market, domestic corn prices rise depends on the policy change later. It will be some time before the meal needs to pick up the space above the limited current, with the South American soybean market pressure gradually enlarged, facing downward pressure or increase of soybean meal. Although in recent months, soybean imports to Hong Kong less, after the Lantern Festival and a feed mill Lunbu library is expected, but the number of pigs and other data did not show substantial improvement, soybean rose lack of motivation. In the supply of poor demand environment, soybean meal upside space is limited. The spot market, the overall price of soybean meal showed a steady weakening trend running. At present, the Lantern Festival and a feed mill Lunbu Library in recent months and expected soybean imports to Hong Kong with less, to a certain extent, boosted the soybean market trend, but in the common effect of South America is expected to yield during the Spring Festival, livestock and poultry slaughter concentrated need not other factors, supply and demand will not appear too nervous phenomenon, so on the price of soybean meal to boost the amplitude or will be limited. The data show that the price of common protein soybean meal in coastal areas is 2530-2600 yuan per ton

收评:玉米连续暴跌 焦煤焦炭飞上天 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端   新浪财经讯 2月24日消息,隔夜沙特油长纳伊米排除了任何减产的可能性,国际油价再度暴跌。早盘商品承压大幅走低,品种跌多涨少,午后商品低位震荡,农产品多数重挫,值得注意的是黑色系午后强势上涨,玉米大幅走低。   焦煤大涨2.60%,焦炭涨2.17%,郑煤涨1.40%,白糖涨1.14%,沪金涨1.13%,塑料涨0.74%。沥青跌2.65%,玉米跌2.20%,菜粕跌2.18%,豆粕跌1.71%,棉花跌1.67%,沪锌跌1.62%,沪铜跌1.43%,豆油跌1.22%。   玉米收储量再创新高已成定局 市场担忧情绪加重   综合多方面信息发现,有关陈玉米定向销售的消息还未得到有关部门的证实,但市场对后期陈玉米大量出库打压价格的担忧不断加重。上述市场人士表示,庞大的库存终究要进入市场,在玉米市场去库存完成前,玉米价格难见“阳光”。   该人士认为,大连玉米及玉米淀粉期价近日重挫,与陈玉米定向销售传闻有很大关系,定向销售对市场心态的影响不可忽视。结合当前国内陈玉米库存粮 源年份、存放点分布、质量等因素分析,预计最先进行定向销售的粮源为2012年产东北玉米,当年有关部门在东北地区累计收购玉米1200万吨左右,其中有 900万吨左右通过跨省移库方式分散存储在华北、华南等地。   目前国内玉米市场的政策市特征明显,临储玉米收购支撑着新产玉米价格,陈玉米定向销售传闻等又左右着未来玉米价格的涨跌,预计短期内政策面的消息会是市场关注的焦点,国内玉米价格涨跌还要看后期的政策变化。   需求回暖仍需时日 豆粕上方空间有限   当前,随着南美大豆上市压力逐步放大,豆粕面临的下行压力或增大。尽管近月进口大豆到港量偏少以及元宵节过后饲料厂还有一轮补库预期,但生猪存栏量等数据并未出现实质性改善,豆粕上涨缺乏动力。在供应足需求差的大环境下,豆粕上行空间有限。   现货市场来看,当前豆粕价格总体呈稳中趋弱态势运行。目前,元宵节后饲料厂还有一轮补库预期以及近月进口大豆到港量偏少,在一定程度上提振了豆粕行情走 势,但在南美丰产预期、春节期间畜禽集中出栏需求不济等因素的共同影响下,供需面不会出现太紧张的现象,故而对豆粕价格提振幅度或将有限。   数据显示,沿海地区普通蛋白豆粕价格在2530-2600元 吨一线,较节前下跌了20-80元 吨。豆粕现货价格的相对弱势,在一定程度上不利于提振其期价的行情走势。   空头“打盹” 黄金臆想新牛市   恐慌成了黄金市场的“疗伤药”,年初金融市场动荡引发金价暴涨,投资者大幅增持黄金ETF(交易型开放式指数基金)。据相关机构监测,截至 2016年2月22日,全球8大黄金ETFs持仓总量为1271.821吨。德国商业银行于日前发布报告称,今年黄金ETF基金持仓流入已超过2015年 流出的总和。   黄金闪耀全球。2016年至今,国际金价上涨近15%。截至2月23日记者截稿时,纽约黄金期货4月合约价格报每盎司 1219.0美元。有观点 认为黄金已经重返牛市。中国证券报记者采访多位专业人士发现,黄金出现大牛市往往伴随着通货膨胀的明显上升,而本轮黄金价格上涨的驱动力自于避险,在美联 储加息背景下,黄金大牛市重现概率小。   下游需求收缩 焦炭跌势难止   2015年是煤焦钢行业严重亏损的一年。由于焦炭市场是买方市场,焦化企业没有掌握议价权,钢厂由于钢价下跌不得不极力打压焦炭价格,这使得焦炭 价格单边大幅下跌,焦化企业平均生产一吨焦炭就要亏算近百元。鉴于产能过剩以及焦炭价格大幅下跌、焦化行业亏算严重的局面,对焦化、煤炭、钢铁的投资大幅 减少,银行也收紧贷款,尽量少碰焦化行业。   综上所述,在国内宏观经济增速回落以及国家侧供给改革背景下,年后焦炭市场仍难掩下跌之势,但鉴于煤焦钢大力去产能的情况下,焦炭下跌幅度较去年会收窄。 进入【新浪财经股吧】讨论相关的主题文章:

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