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【观点】正信期货：白糖库存高位，糖价反弹较外糖偏弱_我的网站

A |     Lieutenant Governor of Ladakh R. K. Mathur sanctioned appointments of an Indian Administrative Service officer and a police officer to coordinate with the country's foreign ministry for a preparation of the 2023 G20 summit, the Deccan Herald news outlet said on Wednesday.,The main G20 events are expected to take place in New Delhi, the report said.,In 2019, the Indian government announced its decision to strip the Muslim-majority Jammu and Kashmir region of its special status and split it into two union territories — Jammu and Kashmir, and Ladakh. The decision provoked a harsh reaction from neighboring Pakistan, which claimed that New Delhi was mistreating the region's Muslim population that was fighting for its rights. India, in turn, has accused Islamabad of backing separatists, who allegedly undermine the region's security.,India controls the southern part of the Kashmir region, while Pakistan and China occupy its northwestern and northeastern parts, respectively.。    国际方面，市场预期供应减少，原糖高位震荡。机构预期26/27榨季全球糖市将从过剩转为短缺，巴西计划提高汽油乙醇掺混比例，预期提升乙醇需求、降低制糖比，支撑糖价。

B | 截至6月30日，巴西中南部双周食糖产量为390.3万吨，同比减少26.33%；中南部地区乙醇总产量达1136.5万升，同比增加20.44%。国内方面，受外盘及进口成本因素影响，但国内库存高企，郑糖跟随震荡上行后回调。农业部8月供需预测显示，下一甘蔗年度国内产量仍将增加，需求...。

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