A股異動 | 白糖股普漲 印度宣佈全國“封城”食糖等供需或趨緊
格隆匯3月26日丨白糖股普漲,其中華資實業(600191.SH)漲停,廣東甘化(000576.SZ)大漲8.58%。印度總理莫迪24日晚發表電視講話,宣佈從當天午夜起在全國範圍內實施為期21天的“封城”措施,以遏制新冠肺炎疫情蔓延。肺炎疫情從各方面影響着印度製糖行業:一方面,馬邦糖廠食糖產量下降,糖廠出現財務問題。另一方面,146家糖廠中有56家糖廠收榨,許多蔗農生產活動減少。近兩年,受天氣影響,全球糖產量已連續下降。預計在本輪肺炎疫情衝擊下,今年全球糖產量還將繼續下降,糖價有望得到提振。
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