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农产品市场供应紧张,相信是一个结构性而非周期性现象。很多农产品的库存消费已跌到数十年最低水平,未来一段时间国内外农产品价格高位运行与食品通胀并存。建议从产品价格上升潜力、管理素质和财务稳健性三个方面把握投资机会。
Tight supply of agricultural products is believed to be a structural but not cyclical phenomenon. A lot of agricultural products inventory consumption has dropped to the lowest level in decades, the next period of high agricultural prices at home and abroad and food inflation coexist. It is suggested that the investment opportunities be grasped from the following three aspects: the potential for price increase, management quality and financial stability.