巴西阿拉比卡咖啡今年或减产近40% ，为2009年以来最低

新浪财经2021-09-23

财联社（上海，编辑周玲）讯，巴西是全球最大咖啡生产国，但一波又一波的霜冻和干旱导致今年巴西咖啡大幅减产。据机构预测，今年巴西阿拉比卡咖啡产量可能创12年新低。以往9月份，巴西咖啡农户将丰收的咖啡豆装满仓库，运输卡车往往需要排队等上一整天才能取到货，但今年巴西咖啡产量如此小，长长的运输队伍几乎消失了。根据巴西农作物预测机构Conab数据，今年巴西阿拉比卡（ arabica）咖啡产量可能较去年...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Aidenmiao
2021-09-23
Aidenmiao
[驚訝]
Weimar
2021-09-23
Weimar
Zan
- Aidenmiao:
  [呆住]
中国ChinaATM
2021-09-23
中国ChinaATM
針對我
- Weimar:
  zan

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2169653790?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/a258b7d91079a8bb0790d95a592426b9","is_english":false,"pubTime":"2021-09-23 08:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2169653790","market":"hk","top_or_hot":-1,"title":"巴西阿拉比卡咖啡今年或减产近40% ，为2009年以来最低","media":"新浪财经","content":"<div>\n<p>财联社（上海，编辑 周玲）讯，巴西是全球最大咖啡生产国，但一波又一波的霜冻和干旱导致今年巴西咖啡大幅减产。据机构预测，今年巴西阿拉比卡咖啡产量可能创12年新低。\n以往9月份，巴西咖啡农户将丰收的咖啡豆装满仓库，运输卡车往往需要排队等上一整天才能取到货，但今年巴西咖啡产量如此小，长长的运输队伍几乎消失了。\n根据巴西农作物预测机构Conab数据，今年巴西阿拉比卡（ arabica）咖啡产量可能较去年...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-09-22/doc-iktzqtyt7424799.shtml\">Source Link</a>\n\n</div>\n","source":"sina_us","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴西阿拉比卡咖啡今年或减产近40% ，为2009年以来最低</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴西阿拉比卡咖啡今年或减产近40% ，为2009年以来最低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 08:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2021-09-22/doc-iktzqtyt7424799.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>财联社（上海，编辑 周玲）讯，巴西是全球最大咖啡生产国，但一波又一波的霜冻和干旱导致今年巴西咖啡大幅减产。据机构预测，今年巴西阿拉比卡咖啡产量可能创12年新低。\n以往9月份，巴西咖啡农户将丰收的咖啡豆装满仓库，运输卡车往往需要排队等上一整天才能取到货，但今年巴西咖啡产量如此小，长长的运输队伍几乎消失了。\n根据巴西农作物预测机构Conab数据，今年巴西阿拉比卡（ arabica）咖啡产量可能较去年...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-09-22/doc-iktzqtyt7424799.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://finance.sina.com.cn/roll/2021-09-22/doc-iktzqtyt7424799.shtml","article_id":"2169653790","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/a258b7d91079a8bb0790d95a592426b9"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2169653790","pubTimestamp":1632356593,"columns":[],"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"巴西阿拉比卡咖啡今年或减产近40%  为2009年以来最低财联社讯，巴西是全球最大咖啡生产国，但一波又一波的霜冻和干旱导致今年巴西咖啡大幅减产。据机构预测，今年巴西阿拉比卡咖啡产量可能创12年新低。根据巴西农作物预测机构Conab数据，今年巴西阿拉比卡咖啡产量可能较去年减少近40%，为2009年以来最低水平。今年以来，美国ICE阿拉比卡咖啡期货价格上涨约45%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Brazil's Arabica coffee may reduce production by nearly 40% this year, the lowest since 2009","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bc933a6a39b9f43c1d2bab3734c531c4","symbols_score_info":{},"content_text":"财联社（上海，编辑 周玲）讯，巴西是全球最大咖啡生产国，但一波又一波的霜冻和干旱导致今年巴西咖啡大幅减产。据机构预测，今年巴西阿拉比卡咖啡产量可能创12年新低。\n以往9月份，巴西咖啡农户将丰收的咖啡豆装满仓库，运输卡车往往需要排队等上一整天才能取到货，但今年巴西咖啡产量如此小，长长的运输队伍几乎消失了。\n根据巴西农作物预测机构Conab数据，今年巴西阿拉比卡（ arabica）咖啡产量可能较去年减少近40%，为2009年以来最低水平。减产规模相当于全球最大咖啡消费国——美国咖啡消费量的三分之二。\n减产意味着全球咖啡豆的供应将出现严重短缺，咖啡价格将持续上涨。今年以来，美国ICE阿拉比卡咖啡期货价格上涨约45%。\n今年，多地干旱以及霜冻天气冲击了巴西农作物的生长。此外，巴西农作物产量遵循着大小年的规律，今年恰逢产量较小的一年。\nConab在周二（21日）一份报告中预测，巴西农民今年可能收获3070万袋阿拉比卡咖啡，而去年收获了4880万袋，一袋重约60公斤。\n优质咖啡阿拉比卡的短缺已经促使巴西烘焙商转向罗布斯塔(robusta)，这是一种味道更苦、价格更便宜的咖啡豆。巴西贸易商Tristao Cia主管费雷拉(Marcio Candido Ferreira)表示，今年混合咖啡中罗布斯塔的含量占比预计将从以往的50%上升到90%。\n尽管巴西罗布斯塔咖啡的产量创下了历史新高，但Ferreira称，由于买家竞相争夺供应，罗布斯塔也已经全部售罄。\n短期内紧缺态势难缓解\n预计咖啡市场的紧张局面短期内难以缓解。巴西在7月遭遇毁灭性霜冻天气之前，美国就估计巴西咖啡库存已处于几十年来最低水平。\n除了恶劣天气的影响，惠誉还表示，Mu变异新冠病毒也可能导致巴西实施长期疫情限制措施，可能出现劳动力短缺，从而破坏农作物生产。\n此外，全球第二大咖啡出口国——越南为控制疫情蔓延而实施的封锁措施，也在限制全球咖啡供应——8月越南咖啡出口环比下降了8.7%；1月至8月，越南累计咖啡出口同比下降6.4%。\n惠誉日前警告，咖啡价格到2022年仍将保持“相对较高”水平。惠誉将2021年阿拉比卡咖啡均价预测从每磅1.35美元，上调至每磅1.60美元；并将2022年预测从每磅1.25美元上调至每磅1.5美元。\n星巴克提前锁定成本\n虽然全球咖啡豆的供应呈紧张态势，但像星巴克这样的大型连锁咖啡品牌早已经锁定成本，料不会受涨价冲击。\n星巴克总裁兼首席执行官凯文·约翰逊表示，为因应咖啡豆成本攀升，星巴克已采取提前采购、锁定价格等策略，以具吸引力的成本价购入咖啡豆，避免调涨商品售价。\n“如果他们（竞争对手）提前购买咖啡豆的时间不如我们早，肯定不会有我们这样的成本结构（优势）”，约翰逊称。\n不过，从历史上看，咖啡豆的价格飙升都是短暂的。数据显示，在咖啡价格反弹60%左右后，一般供应也会随之增加。","kind":"highlight","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":863383759,"gmtCreate":1632358616871,"gmtModify":1676530761262,"author":{"id":"4090707198019820","authorId":"4090707198019820","name":"Aidenmiao","avatar":"https://static.tigerbbs.com/11d405f3b76b61752ea4de130a53cf2a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4090707198019820","authorIdStr":"4090707198019820"},"htmlText":"[驚訝]&nbsp;","listText":"[驚訝]&nbsp;","text":"[驚訝]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863383759","repostId":2169653790,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":863334663,"gmtCreate":1632357760152,"gmtModify":1676530760905,"author":{"id":"3577161019857161","authorId":"3577161019857161","name":"Weimar","avatar":"https://static.tigerbbs.com/da6e5b3d505c60c5dbc3873ae72d6e3b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577161019857161","authorIdStr":"3577161019857161"},"htmlText":"Zan","listText":"Zan","text":"Zan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863334663","repostId":2169653790,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5965349,"gmtCreate":1632358606046,"gmtModify":1663234303945,"authorId":4090707198019820,"author":{"id":4090707198019820,"idStr":"4090707198019820","authorId":4090707198019820,"name":"Aidenmiao","avatar":"https://static.tigerbbs.com/11d405f3b76b61752ea4de130a53cf2a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":863334663,"type":1,"supId":0,"prevId":0,"content":"[呆住]","text":"[呆住]","html":"[呆住]"}],"langContent":"EN"},{"id":863397972,"gmtCreate":1632357155696,"gmtModify":1676530760684,"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":0,"idStr":"3584867430360256","authorIdStr":"3584867430360256"},"htmlText":"針對我","listText":"針對我","text":"針對我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863397972","repostId":2169653790,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5965084,"gmtCreate":1632357753556,"gmtModify":1663234302942,"authorId":3577161019857161,"author":{"id":3577161019857161,"idStr":"3577161019857161","authorId":3577161019857161,"name":"Weimar","avatar":"https://static.tigerbbs.com/da6e5b3d505c60c5dbc3873ae72d6e3b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":863397972,"type":1,"supId":0,"prevId":0,"content":"zan","text":"zan","html":"zan"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":25,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2169653790"}