【俄乌冲突缓和对我国饲料养殖板块影响几何？】金十期货4月28日讯，从国际层面来看，一方面对国际农产品价格的影响，根据冲突前两国农产品产量数据，冲突结束后或将显著增加全球小麦、玉米供应，使国际粮价中枢下跌，同时葵花籽油出口恢复，也将挤压棕榈油、豆油溢价空间。另一方面是成本的影响，化肥供应改善降低种植成本，另外天然气等能源出口恢复或一定程度降低农产品运输成本。从国内层面来看，我国饲料养殖板块中除大豆、豆粕品种外，其余商品自给率相对较高，除葵花籽油在冲突初期受影响程度偏大外，俄乌冲突对我国饲料养殖板块影响整体有限。但在种植成本修复以及我国农产品进口结构更加多元化等方面，冲突停止或对我国产生一定程度的有利影响。
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