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烯草酮价格剑指 10 万 / 吨!“供给坍塌 + 需求爆发”——启动超级周期(附股)

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资讯解析

行业:
化工
标的:
附股
标签:
烯草酮 价格上涨 供给坍塌 需求爆发 超级周期 农药 烯草酮价格上涨 供给坍塌 + 需求爆发
摘要:
烯草酮价格可能上涨至10万元/吨,因供给减少和需求增加,可能启动超级周期。
多方:
供给减少和需求增加将推动烯草酮价格大幅上涨,相关企业可能受益于这一超级周期。
空方:
价格上涨可能导致下游成本增加,影响农业生产的利润,同时高价格可能抑制部分需求。