金吾财讯 | 国泰海通发研报指，国际区域冲突局势，农产品上涨趋势加强。中东区域冲突引发全球农产品供需波动。霍尔木兹海峡是全球化肥供应重要的运输海峡，伊朗氮肥等部分产能停产也影响供应，或推高农产品种植成本。原油价格上涨将增加生物柴油需求，冲突发生后全球植物油价格被带动一同上涨。上周玉米等粮食价格继续上涨，3月13日玉米现货价格达2447元/吨，周度上涨1.2%；小麦现货价格2578元/吨，周度上涨1.4%；豆粕现货价格3439元/吨，周度上涨8%，我们继续看好2026年粮价景气对于种植公司、优质种子公司、农产品加工优势公司的利好。
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