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維生素板塊走強 維生素價格有望持續反彈
格隆匯 08-24 13:35
格隆匯8月24日丨維生素板塊走強,聖達生物大漲近9%,新和成漲超7%,新諾威、花園生物、浙江醫藥等跟漲。今年以來,由於國外企業維生素A和E產能下滑,海外市場對中國維生素的進口量上升,相關公司產品量價齊升,上半年業績實現增長。8月19日,聖達生物披露了其上半年業績報告,因生物素銷售收入增加,公司上半年歸股淨利潤同比增長345.61%。光大證券認為,維生素需求端向好,8月開始逐步進入傳統旺季;供給端方面,8-9月國內維生素企業產能集中檢修,供給明顯減少。從需求、供給、渠道三個角度來看,均支持維生素價格上漲。

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