A股異動丨華北製藥強勢漲停 豬飼料提振維生素需求
格隆匯11月4日丨華北製藥(600812.SH)強勢漲停,報7.1元,成交1.82億元,總市值115.8億元。據報道,各地紛紛出台扶持政策鼓勵生豬復產增養,四川、廣東、江蘇等10省發佈了生豬發展目標。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。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。華北製藥9月26日曾發佈公告,下屬子公司河北華北製藥華恆藥業有限公司收到河北省藥品監督管理局頒發的《藥品GMP證書》,華恆公司新建維生素B12生產線通過GMP認證。
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