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厄爾尼諾對我國農產品進口的影響-行業數據

厄爾尼諾對我國農產品進口的影響
厄爾尼諾對我國農產品進口的影響
我國進口規模較大的農產品包括大豆、原糖、棕櫚油、玉米等，若厄爾尼諾使得國際農產品供應趨緊，或使得我國進口價格提高，并進一步影響國內整體農產品供應。根據前文分析，我們認為，厄爾尼諾年份期間，或利多我國原糖和棕櫚油進口價格，利空大豆進口價格。
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厄爾尼諾對我國農產品進口的影響_第1頁
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厄爾尼諾對我國農產品進口的影響_第69頁
所屬報告： 農林牧漁行業氣象專題：厄爾尼諾已至關注農業板塊的結構性投資機會-230809（39頁）.pdf
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