A股異動丨魯商發展四連板 玻尿酸毛利堪比茅台
格隆匯10月23日丨魯商發展(600223.SH)再度一字漲停,報6.04元,近14個交易日累計漲幅達75%,買一封單超70萬手,總市值60.5億元。魯商發展如此受資金追捧,被市場認為與其全資子公司福瑞達有關。福瑞達一直保持着全球玻尿酸研發應用領域領導者的地位,率先發明瞭用生物發酵的方法生產玻尿酸,實現玻尿酸規模化的批量生產,福瑞達也一舉成為全球最大的玻尿酸生產、研發以及應用基地,成為全球一線品牌的原料供應商。與此同時,佔比全國供給47%玻尿酸的行業龍頭華熙生物及另一家玻尿酸公司昊海生科即將登陸科創板,招股説明書顯示,華熙生物毛利率超過70%,而昊海生科毛利率更是達到與茅台不相上下的93%。加之雙11預售化粧品數據超預期,引發市場關注。
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