Is the spring of domestic DDGS really coming-kd.wuhan.net.cn

Is the spring of domestic DDGS really coming? We want you! The first 2016 Chinese Potter Rockefeller award officially started! Fund, insurance, securities and other financial institutions ability to manage information, which is better? Please click on the vote to select the strongest organization in your mind! Original title: domestic DDGS spring really come? September 23rd Chinese customs import DDGS levy provisional anti-dumping deposit US ethanol manufacturers, according to the company ruling determined the dumping margin was 33.8%; September 30th provisional countervailing duties based on the margin, as determined by the company from the ruling price subsidy rate ranging from 10.0%-10.7%, this one, DDGS imports to Hong Kong to cost up to 2050 yuan tons of Qingdao port, the highest price of 2250 yuan tons, the port of Guangzhou at 2300 yuan per ton. Judging from the recent price trend, the average price of imports rose from 2150 yuan in September 23rd to maintain a slight range of shocks, ups and downs dilemma, but also reflects the feed enterprises are so difficult to accept such a high price. The price of domestic DDGS was not due to import prices boosted immediately, after about a week to see prices began to gradually rise, a large north of the new corn market, falling prices, enterprises purchase price fell to 1500 yuan tons, corn by-product prices under pressure across the board, on the other hand, the national holiday stocking a small peak the North China alcohol enterprise inventory is tight, very price sentiment. After the real price of domestic DDGS off or in the middle of this month, the North China region by the continuous rainy weather, corn prices soaring, vice product prices rose overall, DDGS also has a basic inventory, many companies began to actively contact the Northeast supply, so that the Northeast DDGS rise with the price, the domestic price has reached 1800 yuan tons of high, concrete analysis is as follows: it is understood that the north and Huang Huai region and continuous rainy haze, thereby affecting the corn drying and transportation, base the amount of corn remains poor, regional effective supply is still tight, boost corn prices continued to rise, the Shandong corn deep processing enterprises purchase price in the 1720-1810 yuan interval tons. Last week rose 50-80 yuan ton, corn deep processing enterprises in Hebei area purchase price in the 1580-1660 yuan range tons, compared with last week Up to 50-80 tons per ton, corn prices continue to rise, the domestic DDGS prices to form a certain support. According to the relevant information institutions in Shandong, Henan, Hebei, Jilin, Heilongjiang and other regions of 25 corn alcohol enterprises to conduct a sample survey, there are 20 in the boot state, of which 8 were in full production, the remaining 5 in the United States this week, domestic corn alcohol enterprise DDGS production capacity of 58100 tons, DDGS industry the operating rate was 66.72%, down 0.40 percentage points compared with last week. Alcohol enterprises to start a slight decline in the rate and the increase in the signing of manufacturers, making the alcohol factory DDGS inventory supply seems tight, the domestic DDGS rise to form favorable factors. It is reported that on Thursday, the domestic port imports DDG theory

国产DDGS的春天真的来了吗? We want you!2016首届中国波特菲勒奖评选正式开始!基金、保险、券商等金融机构资管能力孰优孰强?请点击【投票】,选出你心中的最强机构!   原标题:国产DDGS的春天真的来了吗?   9月23日起中国海关进口DDGS征收美国乙醇厂商临时反倾销保证金,依据裁定所确定的各公司倾销幅度均为33.8%;9月30日起征收临时反补贴税保证金,依据裁定所确定的各公司从价补贴率10.0%-10.7%不等,此举一出,进口DDGS到港成本高达2050元 吨,青岛港最高报价2250元 吨,广州港口报2300元 吨。从近期价格走势来看,进口均价自9月23日上涨至2150元 吨之后基本维持小幅区间震荡,涨跌两难,也能体现出饲料企业对如此高的价格很难接受。   国产DDGS价格并没有因进口的暴涨而立即受到提振,经过一周左右的观望价格才开始逐步走高,一方面华北新玉米大量上市,价格不断下跌,企业收购价一度跌至1500元 吨以下,玉米副产品价格全线承压,另一方面国庆节前备货小高峰使得华北酒精企业库存偏紧,挺价情绪高涨。真正让国产DDGS价格起飞还是在本月中旬之后,此时华北地区受连续阴雨天气影响,玉米价格飞涨,副产品价格也整体上涨,DDGS库存基本也已出尽,不少企业开始积极联系东北货源,以致东北DDGS价格跟涨,当前国产均价已经达到了1800元 吨的高位,具体分析如下:   据了解,华北及黄淮产区阴雨及雾霾天气持续,进而影响玉米晾晒以及运输,基层玉米上量情况依旧不佳,区域性有效供应仍偏紧,提振玉米价格持续上涨,其中山东地区深加工企业玉米收购区间价在1720-1810元 吨,较上周涨50-80元 吨不等,河北地区深加工企业玉米收购区间价在1580-1660元 吨,较上周涨50-80元 吨不等,玉米价格继续上涨,对国产DDGS价格形成一定的支撑。   据相关资讯机构对山东、河南、河北、吉林、黑龙江等地区的25家玉米酒精企业进行抽样调查,有20家处于开机状态,其中8家未满负荷生产,其余5家处于停机状态,本周国内玉米酒精企业DDGS产出量为58100吨,DDGS行业开工率为66.72%,较上周回落0.40个百分点。酒精企业开机率小幅下滑以及厂家签单的增加,使得酒精厂内DDGS库存货源显得紧张,对国产DDGS上涨形成有利因素。   据悉截止本周四,国内港口进口DDGS总库存量在18.1万吨,较第42周的19.9万吨减少1.8万吨,减幅9%,其中青岛港口DDGS库存量约13万吨左右,上海港库存量约0.4万吨左右,黄埔港及麻涌港库存量约3.5万吨左右,南通港及张家港库存量约0.8万吨左右,天津港库存量约0.5万吨左右。由于DDGS集装箱通关速度缓慢以及进口贸易商在进口美国DDGS时,需向中华人民共和国海关缴纳反倾销、反补贴以及增值税等相关的保证金,造成目前进口DDGS到港成本大幅增加,导致港口DDGS货紧价高,而饲料企业修改配方后选用优质国产DDGS,由此对国产DDGS市场形成利好。   随着美豆突破1000大关,技术面良好,短线仍较强,且人民币大幅贬值提升进口成本,加上相比近期油脂大涨而豆粕未见明显上涨,成为价值洼地。随着房地产受国家调控,工业品价格滞涨回调,市场部分资金从工业品流出后进入农产品市场,其中粕类成为做多首选,同时买油卖粕套利解锁也助长了豆粕涨势,加上豆粕现货市场供应紧张,11月下半月供应紧张或有所缓解,但暂不会有压力,在此之前豆粕整体仍有上行空间,所以对DDGS市场形成利好。   那是否意味着国产DDGS春天到来了呢?非也,虽然目前国产市场形势一片大好,暂没有下跌的迹象,但长期来看仍不具备持续上涨的动力。从玉米原料来看,11月中旬东北玉米集中上量,失去政策收储保障,供应压力空前,同时华北地区天气转晴上量恢复,玉米价格必然下行,同时随着酒精需求旺季的到来,企业开机率也逐步上升。从生产成本来看,近日东北地区陆续开始公布深加工补贴企业名单,预计补贴金额在200-400元 吨左右,同时市场传言政府将发放140元 吨的运费补贴促进北粮南运,生产成本大幅降低。从需求来看,9月份生猪存栏比上月略增0.1%,比去年同期减少3.2%,能繁母猪存栏量比上月减少0.5%,比去年同期减少3.8%,整体需求变化不大。从价差对比来看,当前东北地区DDGS价格已经比玉米高出了400元 吨,如果继续上涨,饲料企业必然会调整配方,减少DDGS的使用量,华北地区国产与进口价差缩小至100元 吨,国产性价比优势已经不在,价格仍然坚挺的原因还是因为货源紧张,DDGS与豆粕价差在1500元 吨,长期来看豆粕价格将走弱对DDGS也有所压制。   综上所述,受进口DDGS双反初裁政策影响,今年9月中旬起国内进口DDGS现货供应下降且价格高企,国内酒精企业DDGS走货良好,近期出厂价格稳中有升,整体来看国产DDGS替代消费量增加支撑短期价位水平,不过进入11月份后国内主产区新玉米即将批量上市,以及中长期看我国玉米酒精行业产能产量仍将趋升,国产DDGS市场还将有一段振荡调整过程,后期关注我国政府托底玉米和深加工补贴政策的出台情况。(特约撰稿人咏梅,文章来自农产品期货网独家原创)   农产品集购网16988-全国大宗农产品电商交易平台;【白糖、油脂、玉米、大豆、小麦、棉花、豆粕】免费资源发布、采购对接;报价-下单看行情;灵活、便捷更省心;点击前往报价,查看大宗农产品行情 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章:

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