金達威(002626.SZ)直線拉昇 生豬存欄量和飼料需求回升有望帶動維生素價格上漲
格隆匯10月30日丨維生素概念股金達威(002626.SZ)午後獲直線拉昇,一度跌近2%,目前轉升0.88%,報17.21元,暫成交9131萬元,最新總市值106億元。業內表示,近期豬肉價格大漲,養殖盈利水平高,養殖户補欄復養熱情高。農業農村部預計明年有望基本恢復到正常水平。在中國市場,維生素在飼料中豬料的添加比重佔近50%。維生素作為添加劑,佔飼料成本比重很低,供需一旦錯配價格容易暴漲暴跌。作為養殖後周期品種,豬肉價格上漲帶動存欄量和飼料需求回升,進而帶動維生素價格上漲。金達威是國內知名的營養強化劑及飼料添加劑生產企業。另外,安迪蘇兩大主要產品維生素A和蛋氨酸均受益飼料需求回升;兄弟科技是維生素B3及B5行業龍頭。
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