亿滋CEO:可可价格近期急剧下跌 导致行业对冲与市场价格脱节

美股速递
Feb 18

亿滋国际首席执行官在Cagny会议上指出,近几周可可价格的快速下跌已造成行业对冲策略与当前市场价格之间的显著错配。这一现象反映出大宗商品市场波动对食品制造业供应链的直接影响。

该公司高管表示,价格急剧回落使得原先为锁定成本设立的对冲合约难以匹配瞬息万变的现货市场,这种脱节状态可能对巧克力制造商的利润空间形成压力。随着全球可可供需格局持续调整,食品巨头正密切关注期货市场与实物交易之间的价差演变。

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