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農業板塊再度走強 5月全球糧食供應鏈或中斷
格隆匯 03-31 09:52

格隆匯3月31日丨農業板塊再度走強,金健米業再度漲停,京糧控股大漲8%,傲農生物、農發種業、萬向德農紛紛拉昇。

近日,聯合國糧農組織(FAO)稱,受全球疫情影響,全球糧食供應鏈或於4月-5月中斷。目前,包括俄羅斯、越南等不少國家為保證本國糧食供給,已出台政策停止出口。

其中,柬埔寨首相宣佈受新冠肺炎疫情影響,將自4月5日起禁止部分大米出口。埃及自3月28日起未來3個月內停止各種豆類產品的出口;哈薩克斯坦禁止出口小麥麪粉、紅蘿蔔、糖和馬鈴薯;越南暫停簽署新的大米出口合約;塞爾維亞禁止出口葵花籽油等商品;俄羅斯將每週評估情況,再決定是否實施出口禁令。

市場人士認為,基於傳統思維和歷史規律,部分投資者將歷史上的疫情與饑荒套搬到現代世界,炒作大米股票,同時疫情期間部分國家限制大米出口也加劇資金湧入糧食股。

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