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 周三美豆收盤上漲，3月合約漲6美分報915.6美分/蒲。巴西干熱天氣影響產(chǎn)量前景，機構(gòu)平均預(yù)估巴西產(chǎn)量降至1.17億噸，去年為1.93億噸。由于豆價低迷，有機構(gòu)預(yù)估2019年美國大豆種植面積將下降近300萬英畝。另外市場持續(xù)關(guān)注中美貿(mào)易戰(zhàn)談判進展，在沒有新的消息影響下CBOT暫時還將以震蕩為主。
國內(nèi)豆菜粕仍舊繼續(xù)震蕩。供需面沒有太大變化，上周盤面榨利轉(zhuǎn)好國內(nèi)買船增加，國內(nèi)進口大豆庫存截至1月18日為647.5萬噸，周環(huán)比下降近20萬噸。由于節(jié)前下游存在備貨需求，一月以來豆粕成交和提貨轉(zhuǎn)好，油廠脹庫壓力緩解，上周開機率由41.66%增至47.66%，本周仍將繼續(xù)保持高水平。上周油廠豆粕日均成交量繼續(xù)保持較高水平16.574萬噸，昨日成交14.91萬噸，成交均價2748(+5)，沿海油廠豆粕庫存截至1月18日由100.76萬噸下降至84.35萬噸，連續(xù)第二周明顯下降。
中加關(guān)系緊張，華南油廠進口菜籽或未卸船、或卸船后還不被允許加工生產(chǎn)，直接導(dǎo)致上周油廠菜籽、菜粕庫存和開機率全部下降。截至1月18日油廠菜籽庫存36.55萬噸，其中兩廣及福建地區(qū)菜籽庫存23.45萬噸，開機率降至12.79%，油廠菜粕庫存2.1萬噸。不過由于目前正值水產(chǎn)消費最淡季，菜粕成交寥寥，再加上華南進口葵籽粕等替代雜粕供應(yīng)充足，菜粕現(xiàn)貨基本穩(wěn)定，但近期菜粕期貨單邊走勢略強于豆粕。
策略：中性。不看好國內(nèi)豆粕走勢，但下跌空間取決于盤面榨利變化及非洲豬瘟疫情發(fā)展，認為節(jié)前繼續(xù)大幅下跌空間有限。
風險：南美天氣，貿(mào)易戰(zhàn)，中國采購美豆的數(shù)量，非洲豬瘟疫情發(fā)展等
