中信建投：农业板块“类期权”配置价值凸显建议沿种业等三条主线布局

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智通财经APP获悉，中信建投发布研报称，中东冲突升级叠加霍尔木兹海峡航运受阻，全球油气价格中枢显著抬升。该行认为，能源供给危机将通过农资成本推动、生物燃料需求提升与金融属性强化三重路径，系统性构筑农产品价格底部支撑，上行空间则可待天气与供需缺口等催化兑现。农产品公司与对应商品价格高度联动，同时具备较强的政策与主题催化敏感度，下行风险可控的背景下，建议关注板块的“类期权”投资价值。建议沿种业、农垦...

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中信建投：农业板块“类期权”配置价值凸显 建议沿种业等三条主线布局

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中信建投：农业板块“类期权”配置价值凸显建议沿种业等三条主线布局