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 油脂繼續(xù)維持低庫(kù)存，供給短期內(nèi)彈性降低
目前國(guó)內(nèi)豆油、棕櫚油庫(kù)存同比、環(huán)比大幅下降，一方面是棕櫚油進(jìn)口的減少，另一方面美豆出油率下降也是不可忽略的因素，而豆棕價(jià)差的縮小提振豆油需求，致使豆油商業(yè)庫(kù)存快速下降。由于棕櫚油、豆油庫(kù)存均處于低位，短期內(nèi)供給彈性明顯降低，加之溫度逐步升高提振棕櫚油消費(fèi)，后期大豆或者棕櫚油進(jìn)口物流出現(xiàn)延遲，偏低的庫(kù)存將成為主導(dǎo)短期價(jià)格的關(guān)鍵。
目前全球大豆供給寬松格局仍未改變，而5-6月份低價(jià)的南美大豆將大量到港，這將在供給端施壓國(guó)內(nèi)油脂價(jià)格。棕櫚油產(chǎn)量逐步進(jìn)入增產(chǎn)周期，馬來(lái)西亞將在5月份重啟出口零關(guān)稅模式能多大程度提振需求仍待觀(guān)察，不過(guò)中國(guó)棕櫚油進(jìn)口則環(huán)比增加。棕櫚油產(chǎn)量處于季節(jié)性回升階段，國(guó)內(nèi)油脂處于較低庫(kù)存限制短期供給彈性。
由于5-6月份大豆進(jìn)口量預(yù)期大幅增加，那么物流因素此時(shí)將成為影響國(guó)內(nèi)進(jìn)口量的關(guān)鍵因素，巴西卡車(chē)司機(jī)的罷工將可能成為5月份重點(diǎn)關(guān)注的變量。而厄爾尼諾現(xiàn)象的炒作亦將是短期內(nèi)需要關(guān)注的重點(diǎn)因素之一。如果進(jìn)口大豆物流出現(xiàn)延遲，國(guó)內(nèi)供需將在短期內(nèi)激化，油粕將進(jìn)入偏強(qiáng)走勢(shì)。
