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“蒜你狠”重来!大蒜价格9个月内上涨160%
2016-04-11 08:45:39 中国证劵网
张月蛟表示,事实上在金乡等较为成熟的产区和大蒜交易集散地,炒作大蒜的行为由来已久,今年蒜价的异军突起,和赌蒜带来的市场波动有关系,但是也没有绝对的证据表明赌蒜完全主导了此轮上涨。市场人员有人反映,今年大蒜的上涨时间较长,导致产业链上的交易主体纷纷加大自己的库存,所以市场上用于流通的货源减少,价格上扬。
云南新蒜目前已经上市,而北方产区的新蒜也会逐渐上市,新蒜会在一定程度上打压库存蒜的价格,同时随着传统的清库日期“五一”的临近,库存老蒜需要赶快出货,给新蒜入库让出空间。所以长期看,蒜价将有明显下降。但分析师张月蛟认为,蒜价在短期还是面临一定压力。
张月蛟表示,上一轮大蒜的好行情可能进一步推高储存商的参与热情,也可能吸引新人加入这个行业,使得今年大蒜入库节奏加快,也有可能推高价格。
大蒜作为调味品,其市场的总体需求是基本稳定的,所以供应端对市场价格的影响更大,而大蒜的供应并非由农户的产量决定,掌控权主要在蒜商手中,他们出库量的大小、快慢,应该是市场管理的重点。张月蛟认为,应加强这一环节的监管。
张月蛟表示,这个环节能够引起市场波动的主要原因是比起其他蔬菜,大蒜的储存周期能长达一年,但是又没有像生姜一样可以长达2-3年,所以市场上参与主体多,各种信息杂,消息消化周期又不是特别长,导致市场情绪容易被煽动,进而引起行情波动。此外,很多环节的信息发布没有权威、统一的主体,也给了他们炒作的空间。
此外,影响大蒜价格的因素包括产量、质量、库存量、出口量等因素,可是这些信息没有统一的主体能够进行准确而全面的搜集和做到及时发布,导致很多信息并不是由利益角度客观的第三方传递出来的,而是由从业人员在一些关键的交易时间点上通过发布不全面的、带有偏见的、或者是难辨真假的信息来引导市场情绪,从而致使蒜价非常不稳定。
责任编辑:赵逸 CN039
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