安迪蘇(600299.SH)漲近5%:飼料抗生素將全面禁用 抗生素替代品迎來機會
格隆匯12月23日丨安迪蘇(600299.SH)今日明顯上漲,現報11.01元,漲4.76%,暫成交1.39億元,最新總市值295.28億元。 據多家媒體,國家農業農村部已發佈194號公告稱,自2020年元旦起,我國飼料中全面禁止添加抗生素,減少濫用抗生素造成的危害,維護動物源食品安全和公共衞生安全。業內人士稱抗生素替代品將迎來爆發機會。安迪蘇是全球飼料添加劑蛋氨酸和維生素A的龍頭企業,公司特種營養產品主要包括:酶製劑、過瘤胃保護性氨基酸、有機硒、腸道健康產品(益生菌等)。其中,酶製劑和腸道健康健康產品均為抗生素理想的替代產品方案。 另外,溢多利(300381.SZ)是國內最大的飼用酶製劑生產商。公司植物提取物產品博落回散(獸藥製劑),具有抗菌廣譜、促生長等多種生物活性,已取得農業部藥物飼料添加劑證書,可有效替代抗生素在飼料中添加使用。
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