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糖蜜价格走势与玉米价格走势高度一致
糖蜜价格走势与玉米价格走势高度一致
行业数据
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所属报告：
安琪酵母-公司研究报告-如何展望公司净利率提升空间-230308（23页）.pdf
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中国玉米价格明显高于美国和巴西（美元/吨）
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行业数据
2026-05-19
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海外玉米价格的上行在国内被明显“钝化”
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行业数据
2026-03-02
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2023年以来玉米价格处于低位
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行业数据
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玉米价格下跌、豆粕价格上涨（元/吨）
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2026-01-14
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中国玉米价格与生鲜乳均价走势(元/公斤)
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2026-01-12
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CBOT11月大豆价格与12月玉米价格比值（大豆玉米比）
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行业数据
2026-01-07
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2025年以来玉米价格触底回升
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行业数据
2025-12-26
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2025年，玉米价格年底有所反弹
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行业数据
2025-12-19
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玉米价格（截至25年12月12日）
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行业数据
2025-12-17
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美国玉米价格持续走弱
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行业数据
2025-12-12
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图表33.全球玉米价格
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行业数据
2025-12-12
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玉米价格持续下探（元/吨）
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行业数据
2025-12-12
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玉米价格下跌、豆粕价格上涨（元/吨）
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行业数据
2025-12-10
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玉米价格下跌、豆粕价格上涨（元/吨）
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2025-11-25
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糖蜜价格与玉米价格因替代作用高度相关，本轮糖蜜涨幅更高。糖蜜价格受大宗商品价格波动影响，其中与玉米价格走势高度一致，相关系数为 0.7，我们认为两者的高关联度主要体现为：糖蜜与玉米都是发酵酒精原材料、饲料原料，为替代品；玉米为糖料甜菜的竞争作物，在种植中有替代关系等。本轮糖蜜价格与玉米价格走势也趋同，两者均有明显涨幅，但糖蜜涨幅相对更高，或与糖蜜供需格局更紧有关。
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