东方证券：地缘冲突推高农资成本提升全球农机需求

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智通财经APP获悉，东方证券发布研报称，在地缘冲突下，扰动霍尔木兹海峡航运运量，冲击全球油气与化肥贸易供应，农资的成本提升，或将继续带来粮食价格上涨。该行认为从成本角度看，农机的需求有望边际提升，受益于成本削减需求的拉动，带来投资机会。东方证券主要观点如下：地缘冲突推高农资成本，提升全球农机需求期中东地缘冲突加剧，扰动霍尔木兹海峡航运运量，冲击全球油气与化肥贸易供应，推动农业生产资料成本上行，或将...

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东方证券：地缘冲突推高农资成本 提升全球农机需求

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东方证券：地缘冲突推高农资成本提升全球农机需求