6月16日訊,五礦期貨表示,在存欄上升、成本下移的大背景下,預(yù)計(jì)下半年蛋價(jià)整體將同比走弱
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市場(chǎng)重回現(xiàn)貨驅(qū)動(dòng)定價(jià),雞蛋下方空間相對(duì)有限
6月16日訊,五礦期貨表示,在存欄上升、成本下移的大背景下,預(yù)計(jì)下半年蛋價(jià)整體將同比走弱;不過,考慮存欄積累需要時(shí)間,加之老雞偏多背景下超淘易發(fā)生,階段性蛋價(jià)仍存在強(qiáng)于預(yù)期走勢(shì)的可能。盤面上,上半年市場(chǎng)提前交易估值,2月開始08、09等遠(yuǎn)月合約下跌超過10%,當(dāng)前遠(yuǎn)月估值與補(bǔ)欄和成本基本匹配,市場(chǎng)重回現(xiàn)貨驅(qū)動(dòng)定價(jià),在梅雨跌價(jià)季結(jié)束前預(yù)計(jì)07、09等合約走勢(shì)偏弱,但下方空間相對(duì)有限;中期隨著現(xiàn)貨走出偏弱季節(jié),尤其是淘雞因雞齡和高溫加大出欄量后,配合偏低存欄的助攻,盤面旺季的08、09等合約預(yù)計(jì)仍有反彈的空間,09合約關(guān)注3800-3900元/500千克一帶支撐;長(zhǎng)期看三、四季度存欄將趨勢(shì)性恢復(fù),建議關(guān)注這輪季節(jié)性反彈后遠(yuǎn)月的逢高拋空機(jī)會(huì)。
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