昨日全球乳制品拍卖价格较前次下滑7.4%,下滑幅度超过前值-3.1。乳制品平均价格由前次2738美元/吨回落至2569美元/吨。
其中,全脂奶粉价格与脱脂奶粉价格均下跌8.0%,分别跌至2453美元/吨与2018美元/吨。全脂奶粉价格与3000美元/吨的新西兰奶农理想价位行之愈远。
纽币再次呈压下行,对美元汇率由昨日高位0.6777滑落至目前(4日上午9点)0.6700附近。
全球乳制品拍卖价格变化
数据来源:Globaldairytrade
新西兰恒天然乳业目前对固体奶粉收购价格预期为4.6纽币/千克,远低于绝大多数奶农的理想卖价5.3纽币/千克。恒天然乳业预期在本月下旬对其价格预期再次评估。
新西兰商品交易所(NZX)期货价格显示11月份全脂奶粉价格将下行5%,对于2015年末至2016年的乳品商品价格的预期较为平淡,其预期直至2016年7月份,全脂奶粉价格仅有望达到2800美元/吨。
新西兰乳品产量在本季有所下滑,9月份总产量达209,484吨,比去年同期下滑7.2%。然而其减产量被欧洲奶农的增产所抵消,使得乳制品价格难以上行。
新西兰经济走势有9月份的复苏逐步又走入不明朗的阶段,新西兰央行在上个月的议息会议保持官方利率不变,但仍然示意由于经济仍然有下行风险又进一步降息的可能性。
劳动力市场方面,第三季度数据仍显疲软。加之中国经济增长放缓的担忧,新西兰央行可能会在12月再次实行降息已压低本国货币价值。
截止11月4日上午9点,纽币/美元的潜在支持位置可能在0.6620附近,而上行压力可能在0.6750左右。
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