超强厄尔尼诺冲击下,谁在承受成本:轮胎与油脂企业的利润传导分化

同花顺
Oct 08

11月海温达峰之后,轮胎和油脂企业会立刻迎来一轮确定性成本上涨吗?答案并不简单。中国气象局国家气候中心预计,赤道中东太平洋(601099)海温指数峰值将在11月前后出现,达到3.2℃至3.5℃,本轮事件可能成为有监测记录以来最强的超强厄尔尼诺。但海温异常只是气候信号,不是东南亚所有产区同步减产的证明。企业利润真正受到影响,要经过一条更长的链条:海温异常—区域降雨变化—土壤墒情与采收条件—月度产量—...

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