A股異動丨金河生物漲停 豬用疫苗需求有望持續回升
格隆匯1月9日丨金河生物(002688.SZ)漲停,報8.8元,總市值56億元。據農業部公佈數據顯示,2019年12月份全國能繁母豬存欄環比增長2.2%,連續3個月環比增長,比9月份增長了7.0%;12月份豬飼料產量環比增長2%,連續4個月增長;其中母豬飼料大幅增長10%;12月全國生豬出欄量止降回升,環比大幅增長14.1%。與此同時,規模豬場產能恢復更快,據監測數據顯示,12月份全國年出欄5000頭以上規模豬場生豬和能繁母豬存欄環比分別增長2.7%和3.4%,均連續4個月增長,能繁母豬存欄環比增幅高於全國平均水平。隨着生豬產能的恢復,豬用疫苗需求有望持續回升。金河生物主要從事藥物飼料添加劑的研發、生產和銷售,是全球最大的飼用金黴素生產企業,現有金黴素綜合產能5.3萬噸/年,佔全球市場的50%左右。近年來,公司不斷豐富產品體系,主要產品及服務領域包括獸用藥物添加劑、獸用疫苗、獸用化學藥品,玉米澱粉加工及工業污水治理業務。
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