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在国内外糖价联袂上行的大背景下,国内大型糖企悄然拉开了糖业并购的帷幕,其中中粮屯河、南宁糖业和贵糖股份3家上市国企的表现尤为抢眼。1糖价低迷多年后出现拐点在经历了连续五个年度的供需过剩之后,国际糖市在2015/2016年度首次出现供需缺口,低迷多年的糖价出现回升。糖和许多大宗商品一样,其价格周期一般为6到8年,基本遵循“涨三、四年,跌三、四年”的原则。以2007年为界,国际糖价基本经历了一
Sugar prices in the domestic context of the uplink together, the domestic large-scale sugar enterprises quietly opened the curtain of sugar M & A, of which COFCO Tunhe, Nanning Sugar and your shares of listed three state-owned sugar company particularly eye-catching performance. 1 Inflation after several years of low sugar prices After experiencing excess supply and demand for five consecutive years, the international sugar market saw its first supply and demand gap in 2015/2016. The sluggish sugar price rebounded for many years. Sugar and many commodities, the price cycle is generally 6 to 8 years, basically follow the “up three or four years, fell three or four years ” principle. In 2007, the international sugar price basically went through one