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2017年以来,全球需求端的农产品价格以及食品价格指数均出现触底反弹迹象,且国际农化巨头去库存阶段已基本结束,进入新一轮补库存周期,而在供给端,随着国内高压环保态势持续,行业竞争格局有望进一步改善,从成本端来看,随着国际油价短期内回调,将缓和基础化工产品价格上涨势头,有利于产业链上的利润向原药生产企业移动,加快了全球农药市场的复苏。全球农药市场逐渐回暖,行业景气度得到提高据Phillips Mcdougall的统计数据,2015年全球
Since 2017, the global demand-side prices of agricultural products and the food price index have all shown signs of bottoming out. The international agrochemical giant has basically completed its inventory-removing phase and entered a new cycle of replenishment and replenishment. On the supply side, with the domestic high-pressure environmental protection The situation continues, the industry competition pattern is expected to further improve the cost side, with the international oil price short-term callback will ease the momentum of the price of basic chemical products, is conducive to the profits of the industrial chain to the original drug manufacturers to move to accelerate the global pesticide Market recovery. Global pesticide market is getting warmer, the industry boom has been increased According to Phillips Mcdougall’s statistics, in 2015 the world