2024年7月18日 星期一 19:43:55

玉米进口再次开闸 后期价格仍然看涨

   

本网讯  (通讯员 晨曦)近期,市场不断传闻中储粮订购的100万吨美国玉米将要到港,但得到中储粮方面的否认,昨日来自海关方面的信息称,我国3月份进口玉米2303吨,4月份9912吨,进口上涨幅度较大。有分析人士对此推测称,这意味着今年我国玉米进口已经再次开闸。 

  今年3月,国内市场盛传中储粮方面订购了100万吨美国玉米,受传闻影响,美国芝加哥玉米期货价格大幅提高逾10%,为此中储粮总公司发言人程秉洲于322日表示我们并没有购买(美国)玉米,我们也没有进出口的权力。”“我们正购入国产玉米来补充储备。” 

  在我国,玉米的进出口属于国家一类管理商品,由国家实施严格的进出口计划和配额管理。据知情人士透露,国有粮油企业玉米进口方面只有中粮集团、吉粮集团拥有进口权利。如果中储粮要进口玉米,则需要通过中粮集团、吉粮集团方面才能从国外进口玉米,但程秉洲同时否认了该公司通过其它途径购入玉米的传闻。 

  上周(52日-58日),国内市场又传中储粮订购的100万吨美国玉米已经开始装运,针对本次传闻中储粮方面未作回应。有分析人士称,从海关方面公开的上两个月进口玉米数字,今年我国玉米进口已经再次开闸。北京首创期货经纪公司一位农产品分析师表示,尽管当前国际玉米价格处于高位,国内外玉米价格有较大差距,但面对国内比较严峻的玉米市场供需紧缺形势,相关部门决定通过进口适量玉米以缓和国内供需,仍然是一个较为可能的选项。 

  前述北京首创期货经纪公司农产品分析师表示,今年4月国家为调控玉米市场,先后出台了暂停玉米深加工企业收购玉米增值税抵扣政策,限制玉米转化乙醇、食用植物油料转化生物燃料项目等政策,玉米市场政策市明显,使得国内玉米价格一度走低,但上周国内玉米市场价格又有所上涨,南北价格倒挂依然没有得到缓解。从长期来看,当前国内玉米余粮越来越少,进口成本太高,供应压力引起市场担忧,未来国内玉米市场仍是供不应求。 

  前述北京首创期货经纪公司农产品分析师表示,鉴于供求趋紧的国内玉米市场现实,后期玉米价格仍然看涨,我国进口玉米将进一步加大,预计全年我国玉米进口很有可能超过去年。

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