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[转贴]橙汁—商机？危机？
近期（六个月里）可可期货大幅上涨，因可可产量减少。
气候变化引发的干旱严重破坏了西非的农作物，该地区的可可产量约占全球的 80%。根据国际可可组织的数据，2023/2024 年产季全球可可供应量将下降近 11%.
所以，Guan Chong Berhad(GCB), （可可概念股）， 股价也大幅提升。
以下是RHB 对GCB的投资研究报告。
除了可可之外，近期橙汁期货价格也是持续上涨。 气候变化也是造成橙产量下降的原因之一。
Orange juice crisis prompts search for alternative fruits (ft.com)
The world is facing an orange juice crisis. The race is now on to find a substitute fruit. (msn.com)
大马是否有相关橙的上市公司吗?
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