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"title": "黑海无人机袭击升温 俄乌谷物出口受阻 小麦价格上涨",
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"description": "黑海货轮频遭无人机袭击，俄乌冲突延伸至重要航道，重创区域航运与全球粮食供应链。 CBOT基准小麦期货涨0.7%，全球小麦期货一年由5.03美元升至6.03美元，涨幅两成。 敖德萨港口瘫痪，俄罗斯2026/27小麦出口预测下调至3950万吨，北非与中东恐受冲击。",
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"content": "<p>俄乌冲突延伸至黑海重要航道，近期黑海货轮频遭无人机袭击，重创区域航运与全球粮食供应链。黑海航运受阻加上俄罗斯出口前景看淡，引发市场对全球粮食供应的忧虑。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6647898/l/d6c8d43976b1f34ec7895214e1d7ab80.jpg\" alt=\"黑海无人机袭击升温 俄乌谷物出口受阻 小麦价格上涨\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>受此影响，芝加哥期货交易所(CBOT)基准小麦期货价格应声上涨0.7%；在过去一年间，全球小麦期货价格已从每蒲式耳5.03美元攀升至6.03美元，涨幅高达两成。</p>\n\n<p>保加利亚当局指出，一艘挂有赖比瑞亚国旗、载运400多个货柜的商船于10月28日在黑海海域遭无人机击中后沉没，18名船员全数获救。乌克兰当局指控俄罗斯意图使黑海不适合航行，并瘫痪其农产品出口，欧洲联盟批评俄方将饥饿「武器化」。据统计，近期一连串海袭已造成至少30名船员死亡或失踪。</p>\n\n<p>物流瓶颈更进一步加剧了运输成本。受黑海传统航线中断影响，俄罗斯出口商转向铁路、波罗的海港口及北极穆尔曼斯克(Murmansk)进行运输。随着11月中旬内陆河流航运季节性关闭，铁路网负荷将更加吃紧，大幅推升冬季物流成本。</p>\n\n<p>乌克兰方面，敖德萨(Odesa)港口运作陷入瘫痪，今年采收的6,000万公吨谷物中有一半无法出口，大量小麦被迫滞留农田。</p>\n\n<p>与此同时，俄罗斯农业咨询机构IKAR将其2026/27年度小麦出口预测由4,200万公吨下调至3,950万公吨，总谷物出口预测降至4,950万公吨。</p>\n\n<p>专家警告，黑海供应链中断将对仰赖粮食进口的北非与中东国家造成沉重负担。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-23480.html\" title=\"Fed再升息两次就收手？非农若超预期 市场算盘得重打\">Fed再升息两次就收手？非农若超预期 市场算盘得重打</a></li>\n <li><a href=\"/hour/article-23506.html\" title=\"10月DRAM价格再创新高 PC记忆体Q4估涨13%至18%\">10月DRAM价格再创新高 PC记忆体Q4估涨13%至18%</a></li>\n <li><a href=\"/hour/article-23501.html\" title=\"比特币回升突破8万美元 但监管与资金面阴霾未散\">比特币回升突破8万美元 但监管与资金面阴霾未散</a></li>\n <li><a href=\"/hour/article-23489.html\" title=\"中国人最爱用的PC软体：微信稳居第一 AI产品已占三席\">中国人最爱用的PC软体：微信稳居第一 AI产品已占三席</a></li>\n <li><a href=\"/hour/article-23481.html\" title=\"民主党秀上台百小时执政清单！医保法案打头阵 关税、伊朗、川普家族调查三管齐下\">民主党秀上台百小时执政清单！医保法案打头阵 关税、伊朗、川普家族调查三管齐下</a></li>\n <li><a href=\"/hour/article-23486.html\" title=\"砸1056亿补齐3缺口！苏花安10年计划动工 卓揆：北花2小时内可达\">砸1056亿补齐3缺口！苏花安10年计划动工 卓揆：北花2小时内可达</a></li>\n </ul>\n</div>",
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