紅棗期貨漲停 好想你(002582.SZ)直線拉昇
格隆匯10月18日丨紅棗期貨漲停刺激好想你(002582.SZ)盤中直線拉昇,一度漲超6%。好想你此前稱,公司在新疆擁有紅棗種植基地,常年維持一定的庫存,目前紅棗期貨漲價令公司庫存升值。自今年7月中旬以來,紅棗期貨一路上漲,從約1000元/噸一度漲至9月30日的16065元/噸,漲幅達60%。有分析師稱,最近三個月紅棗期價出現大幅上漲主因減產預期所致。“由於2016年起紅棗種植收益微薄,部分租地棗農出現虧損,2021年紅棗減種和改種明顯。另一個重要原因是,新季棗樹在花期階段雨水偏多,棗樹開花和坐果普遍出現了延遲,延遲後坐果期正好與7月初新疆季節性高温階段重合,以及出於對下游用水保護的考慮,塔里木河水域水源使用管控較為嚴格,農户根據近兩年種植經驗,從收益角度考慮優先保障棉花用水,導致7月初季節性高温階段棗樹澆水偏少。”


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