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需求激增促疫苗玻璃瓶概念股集體大漲:正川股份漲停,山東藥玻漲近9%
格隆匯 03-26 09:47
格隆匯3月26日丨全球疫苗玻璃瓶需求激增,促A股市場相關概念股集體大漲。其中,正川股份漲停,山東藥玻(600529.SH)漲近9%,旗濱集團漲超3%。新冠疫苗面世後,中硼硅玻璃管的供應變得緊張。不僅訂貨週期拉長,價格也一漲再漲。現在的價格在26000元一噸左右,提了大概15%到20%。隨着新冠疫苗的分發,預計未來兩年全球將需要20億支中硼硅玻璃藥瓶。進入2021年,制瓶企業接到的中硼硅玻璃瓶訂單顯著增長。中國醫學裝備協會技術部主任楊建龍表示,國內的幾個中硼硅玻璃瓶大廠的中硼硅玻璃瓶銷量目前都是翻3到5倍,有的甚至翻10倍。
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