A股異動 | 草甘膦概念股逆勢普漲 全球最大草甘膦供應商拜耳停產
格隆匯2月14日丨草甘膦概念股逆勢普漲,江山股份和中農聯合漲約6%。據世界農化網,近期全球最大草甘膦供應商拜耳宣佈由於其重要原材料供應商發生機械故障,拜耳全球草甘膦的供應可能出現為期三個月的影響。中金公司分析認為,拜耳是全球第一大草甘膦供應商,對供給影響巨大。我們估計全球草甘膦產能約110 萬噸,其中中國企業產能佔全球產能60%以上。然而憑藉產能及渠道優勢,拜耳是草甘膦產品最終定價者。

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