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A股異動丨海利生物逼近漲停 豬用疫苗需求有望持續回升
格隆匯 01-16 13:24
格隆匯1月16日丨海利生物(603718.SH)逼近漲停,報16.15元,總市值104億港元。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。海利生物是集研發、生產、銷售、服務於一體的專業化獸用生物製品企業,產品主要為畜用、禽用動物疫苗,有15種豬用疫苗和16種禽用疫苗產品,其中豬圓環滅活疫苗與豬藍耳活疫苗是主打產品。
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