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爾康製藥(300267.SZ)領維生素概念股上漲 生物素供給趨緊提價在即
格隆匯 11-15 13:35
格隆匯11月15日丨A股市場維生素概念股全線上漲,其中,爾康製藥大漲超8%,浙江醫藥大漲近6%,聖達生物、新和成、廣濟藥業均漲超3%。
生豬行業正加緊恢復產能,飼料需求明顯加大。生物素是維生素大家族中一員,主要用於飼料添加劑,業內消息稱目前市場供給較為緊張。作為生物素生產大國兼出口大國,我國生物素行業的分佈較為集中,主要生產廠家主要包括,聖達生物、新和成、浙江醫藥、海嘉諾醫藥和科興生物,五大生產企業的市場份額合計達90%以上。
從產能來看,聖達生物和新和成具有絕對話語權。
科興化工相關負責人稱,生物素市場的供應處於偏緊的狀況,公司的庫存也不多,供貨緊張的狀態在短期內不太可能會改變,提價是大概率事件。

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