目前,农产品的牛市行情使得全球农作物,尤其是转基因农作物的种植面积持续增加,导致对除草剂的需求日益旺盛。仅以草甘膦为例,2013年全球消费预计上升10%以上,表观消费上升可能超过20%。此前我国农药产业一直处于弱平衡格局。因此,一旦需求回升,产品价格就会迅速回升,从而驱动着相关农药企业的报价出现暴发式上涨的态势。 Currently, the bullish market for agricultural products has led to a continuous increase in the acreage of crops, especially genetically modified (GM) crops worldwide, resulting in a growing demand for herbicides. In glyphosate alone, global consumption is projected to rise by more than 10% in 2013, and apparent consumption may rise by more than 20%. Prior to China’s pesticide industry has been in a weak balance. Therefore, once the demand picks up, the product price will rise rapidly, which will drive the price rise of the related pesticide companies.