【券商聚焦】海通国际：巴西棉减产促美棉价格筑底看好百隆东方

金吾财讯01-21

（原标题：【券商聚焦】海通国际：巴西棉减产促美棉价格筑底看好百隆东方(601339.SH)）金吾财讯|海通国际发布研报指，全球棉花供应端迎来关键拐点，巴西与美国两大出口国同步减产形成强支撑。USDA数据显示美棉单产下调8%至856磅/英亩，CONAB预计巴西25/26年度产量降6.3%至382万吨，为近5年首降。核心产区马托格罗索州减产幅度达14.5%，叠加种植成本倒挂（美棉现价65美分/磅低于...

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【券商聚焦】海通国际：巴西棉减产促美棉价格筑底 看好百隆东方

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【券商聚焦】海通国际：巴西棉减产促美棉价格筑底看好百隆东方