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A股異動丨海南橡膠漲逾5% 全球橡膠主產區遭真菌病襲擊或致供給出現缺口
格隆匯 10-23 13:16
格隆匯10月23日丨海南橡膠(601118.SH)漲逾5%,報4.88元,成交2.84億元,總市值209億元。泰國橡膠管理局表示,泰國主要橡膠種植區受到真菌病暴發的襲擊,可能導致這一區域的產量減半。泰國是世界最大的天然橡膠生產國和出口國,佔全球橡膠供應量的40%。這種疾病,此前已經襲擊了鄰國印度尼西亞和馬來西亞的橡膠種植園。業內機構預測,到2020年,橡膠產量會出現負增長,而橡膠需求穩定提升,未來幾年全球天然橡膠供應將出現缺口。
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