CMC Markets专栏-乳品价格三连胜 纽币明显反弹
昨日全球乳制品拍卖价格较前值再次上涨16.5%,自8月份以来连续三次上涨,创自2010年9月份以来最大涨幅。乳制品平均价格达2568美元/公吨。其中,全脂奶粉价格达2495美元/公吨,涨幅20.6%,创自4月份以来新高,相比8月15日最低价格1590美元/公吨上涨56.9%。并且,全脂奶粉2016年3月份远期合约价格以2680纽币/公吨成交,比前次上涨26.5%。此次的乳制品价格大幅上涨给新西兰经济再次带来积极的信心,纽币对美元在消息公布以后急速攀升70点至0.6368。
全脂奶粉价格走势
全球乳制品拍卖价格指数变化(%)
全球乳制品10年价格指数

数据来源:Globaldairytrade
此次价格的上涨亦借助于乳品供给量的削减,全脂奶粉供给较前次削减5%,环比下降43%。澳纽(ANZ)银行在拍卖后评论指出,乳制品拍卖市场有可能会受到季度性尼诺气候的影响而存在风险。除此之外,由于奶牛数量的减少与牧场管理结构的变化,乳制品供给量有望减产5%或更多。新西兰恒天然乳业在8月份将固体乳制品收购价格由5.23纽币/千克下调至3.85纽币/千克。连续三次拍卖的利好态势使得全脂奶粉价格有望在明年实现3000美元/公吨的预期。
澳纽(ANZ)银行预测恒天然乳业乳制品收购价格会上涨至4.25纽币/千克-4.50纽币/千克的区间。

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