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【品种策略】白糖：08月26日多家期货公司晨报观点汇总_我的网站

A |     (ECNS) -- The marigold harvest season is in full swing in Wenshan Zhuang and Miao Autonomous Prefecture, Yunnan Province. Following extraction and refinement procedures, high-quality marigold oleoresin is being exported to countries including Mexico, India, and Thailand.    Rich in lutein, marigold oleoresin is a vital natural pigment ingredient widely used in food, health supplements, and animal feed. In recent years, Wenshan has boosted the industry through a collaborative model linking local government, leading enterprises, and farmers. Currently, the local planting area spans 345,000 mu (about 23,000 hectare), generating an annual output worth over 650 million yuan (about $96.7 million) and helping 34,000 households increase their incomes near their homes.    To facilitate smooth exports, customs have helped companies optimize quality management systems and provided fast-track clearance facilities. In the first seven months of this year, Wenshan exported 224 metric tons of marigold extracts, registering a 7.7% year-on-year increase and further driving the region’s agricultural modernization.    (By Intern Lin Qiaochu, Zhang Dongfang)                        。

B |     白糖机构观点汇总期货公司方向核心逻辑广州期货偏空印度食糖库存充足、产量超1200万吨，仓单高企；原油下跌削弱能源支撑，近月反弹乏力、远月承压。南华期货震荡弱现实与强预期博弈，广西、云南库存同比大增，加工利润转负，郑糖5400元/吨压力较强，短期存在回调风险。银河期货偏空外糖回调，巴西制糖比上调预期及18美分附近套保压力增强；广西库存同比大增70万吨，郑糖受外盘走弱拖累。兴业期货震荡国内供应宽松、库存消化慢且备货不足，巴西增产、印度...。

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