A股異動 | 工業大麻概念股走強 大麻素產品前景可期
格隆匯12月19日丨工業大麻概念股表現活躍,其中龍津藥業(002750.SZ)、方盛製藥(603998.SH)、福安藥業(300194.SZ)等漲停。天風證券指出,全球大麻素髮展迅速,根據歐睿國際預測,2025年合法大麻素產品規模將達到1660億美元。CBD未來應用於各類消費品(如食品飲料、保健品、藥品)等是CBD需求端大幅增長的機會,目前可口可樂、奧利奧等消費品巨頭已經宣佈計劃入局CBD應用端。以CBD藥物為例,今年11月英國國家醫療服務體系(NHS)批准使用兩種以大麻素為基礎的藥物Epidyolex和Sativex,用於治療兒童癲癇,Epidyolex的臨牀試驗表明,該口服藥可以將兒童癲癇發作的頻次降低40%。天風證券進一步分析,對於國內CBD公司來説,生產低成本且高質量(無重金屬污染等問題)的CBD是國內公司在加工環節保持優勢的關鍵;在應用端打造高質量的消費品是公司未來獲得高利潤空間的主要方式。
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