南寧糖業(000911.SZ):2022年-2023年榨季廣西糖產量同比減少
格隆匯5月25日丨有投資者在投資者互動平台向南寧糖業(000911.SZ)提問,“請問國內白糖的年消費量和產量大概是多少,未來一兩年,白糖的供需會依然緊張嗎?”
南寧糖業(000911.SZ)回覆稱,根據以往數據,中國白糖年產量在1000萬噸左右,消費量在1500萬噸左右,有400萬噸-600萬噸缺口。本輪糖價上升的主要原因來自於國際產糖國與國內糖市場供需兩個維度。國際市場方面,目前主要產糖國總體預期減產、出口配額受限,三大產糖國中有兩國處於產量減少或出口下降階段。從國內供需角度來看,國內白糖的供應處於偏緊狀態。2022年-2023年榨季,廣西糖產量同比減少。上述兩方面原因造成了白糖的供需依然緊張,但是後續白糖供需情況需要重點關注:1.主要產糖國總體預期產量和出口配額;2.國內白糖供應。
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