A股異動 | 興發集團(600141.SH)盤中漲停刷新階段新高 4日連升近20%
格隆匯5月10日丨興發集團(600141.SH)連續拉昇上漲,4日連升近20%。今日股價盤中一度漲停,現報15.76元創2018年2月以來新高價,總市值超175億元。中信建投指出,伴隨環保監管不斷深入、行業准入門檻不斷提高,我國草甘膦行業集中度正在持續提升。興發集團在收購內蒙古騰龍後,總產能達到18萬噸/年,位居全國第一;公司新增30MW熱電聯產項目已於20 年11 月底建成,有助於幫助內蒙古騰龍最大程度地提升草甘膦裝置開工率,釋放利潤。維持“增持”評級。另外,近期公司陸續通過多家本土半導體企業驗證,且匹配有合計近10萬噸新增產能規劃,有望持續為公司貢獻新增量。

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