草甘膦板塊拉昇 草甘膦貨源偏緊或致價格上漲
格隆匯8月20日丨草甘膦板塊異動拉昇,江山股份逼近漲停,興發集團、新安股份大漲超6%,長青股份、安道麥A等跟漲。福華通達、和邦生物兩家草甘膦生產企業從17日晚間開始因防汛停產檢修:和邦生物5萬噸/年草甘膦原藥裝置檢修,97%草甘膦對外暫不報價;福華通達12萬噸/年95%草甘膦原藥裝置檢修,企業對外不報價,不接單。卓創分析師表示,此次兩家企業停產時間預計5天左右。由於草甘膦市場最近貨源緊張,廠家很可能借機調漲。草甘膦市場目前執行訂單為主,現貨緊張,供給面因素推動草甘膦價格走高,短期內貨源難有明顯增加,預計短期行情或穩中偏強整理。

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