笔者近日在广西各地的淀粉厂走了一下,发现很多的企业已提早开始囤粉了,有些甚至于在市场粉价还在4400元/吨就开始了,目前已实实在在库存了不少;对此,笔者感到有点吃惊和不解,如把很特别的情况(或企业的自身特点和客观因素)去除,我们认为(1)距离榨季生产结束还有较长时间,如较早囤粉必将影响资金的运作,得不偿失;(2)因未来的市场发展还有许多未明因素,明年的市场走势还难以准确把握,加之,至今粉价的底部还未清晰,过早囤粉,成本高(粉价高),风险大,反之可能会更实在。总之,提醒大家,请依据自身的实际情况,谨慎而决,小心而为,以防被市场“套牢”。
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