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白糖板塊拉昇 南寧糖業(000911.SZ)封漲停
格隆匯 04-27 14:56
格隆匯4月27日丨白糖板塊尾盤繼續拉昇,南寧糖業封漲停,中糧糖業漲超6%,冠農股份、粵桂股份跟漲。印度食糖產量佔全球約17%,是僅次於巴西的世界第二大白糖生產大國,2019/20年度白糖產量達2890萬噸。從供給看,一方面多數國際機構預計2021/22巴西糖(佔世界產量18%)將出現減產(降幅預計為3%-8%),另一方面印度正處於榨季中,目前約有超過100家糖廠未收榨,疫情再次發酵或導致印度食糖出口放緩。

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