推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 主要觀點(diǎn)及2018年展望摘要：
2017/18年度大豆整體供應(yīng)過(guò)剩格局基本已經(jīng)確立，但美豆產(chǎn)量有一定高估的可能，而拉尼娜預(yù)期下的南美天氣將是18年上半年主要影響市場(chǎng)價(jià)格的因素。但從全年的供應(yīng)來(lái)看，G3國(guó)家的大豆產(chǎn)量增速難以持續(xù)保持高速增長(zhǎng)，大豆供應(yīng)有可能出現(xiàn)小幅回落。從下游需求來(lái)看，隨著飼料需求進(jìn)一步增加，國(guó)內(nèi)大豆進(jìn)口量將進(jìn)一步增長(zhǎng)至超過(guò)1億噸，但全球大豆庫(kù)存仍然寬松，不利于大豆價(jià)格上漲。在此情況下，預(yù)計(jì)2018/19年度，全球大豆供需從供應(yīng)過(guò)剩轉(zhuǎn)為供需平衡狀態(tài)。因此，預(yù)計(jì)新年度大豆價(jià)格震蕩區(qū)間將會(huì)較2017年有所抬高，但若不出現(xiàn)意外的天氣情況，大豆價(jià)格難有較大漲幅。
油脂方面，棕櫚油產(chǎn)量將進(jìn)一步出現(xiàn)增長(zhǎng)，馬棕油庫(kù)存也將隨著產(chǎn)量回升而逐漸增加。棕櫚油低庫(kù)存情況得到改變，預(yù)計(jì)新年度棕櫚油庫(kù)存可能達(dá)到歷史高點(diǎn)。考慮庫(kù)存的季節(jié)性波動(dòng)，棕櫚油可能在春節(jié)前有短期的強(qiáng)勢(shì)走勢(shì)，但隨著產(chǎn)量水平開(kāi)始恢復(fù)，棕櫚油價(jià)格將以弱勢(shì)走勢(shì)為主。而豆油方面，新年度生物柴油的需求預(yù)計(jì)沒(méi)有大幅增長(zhǎng)，但食用消費(fèi)的平穩(wěn)增速預(yù)計(jì)將超過(guò)大豆產(chǎn)量的增速，因此預(yù)計(jì)新年度全球豆油供需再次轉(zhuǎn)向偏緊格局，但國(guó)內(nèi)豆油由于龐大的大豆進(jìn)口仍維持過(guò)剩格局，預(yù)計(jì)國(guó)內(nèi)油脂價(jià)格整體維持弱勢(shì)震蕩，內(nèi)外盤豆油差價(jià)將有所收窄，豆棕價(jià)差有望擴(kuò)大。
