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農藥股逆勢普漲 春耕開始+草地貪夜蛾隱患
格隆匯 03-06 11:51
格隆匯3月6日丨因春耕開始,加上草地貪夜蛾隱患,以草甘膦為主的農藥股今日逆勢普漲,其中,紅太陽漲5.1%,安道麥A漲4.77%,長青股份漲3.3%,輝豐股份漲2.2%。農業農村部種植業管理司司長潘文博3月5日表示,草地貪夜蛾確實已經入侵我國,在我國的西南、華南適於生存。據監測,今年草地貪夜蛾基數大,北遷的時間提早,預計是一個重發生的態勢。昨日數據顯示,2月18日以來,草甘膦(95%)現貨價出現一波凌厲升勢,截止3月3日報22200元/噸,漲幅為逾9%。另外,3日95%草銨膦原粉部分生產商報價漲5000元/噸,報12.25萬元/噸,較前一日漲4.26%,較上月漲13.95%。目前各地春耕有序開啟,滅生性除草劑需求復甦顯著,訂單旺盛,但前期市場開工率不足,導致供需錯配較明顯。
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