凱賽生物拉昇漲超8%創逾1年新高 Q2業績同比環比均大幅上漲
格隆匯8月23日丨凱賽生物(688065.SH)盤中拉昇,一度漲超8%至138.5元,股價創逾1年新高,市值577億元。公司18日公佈業績顯示,2021年上半年營收10.14億元, 同比增27.83%,環比增44.13%;歸母淨利潤3.26億元,同比增58.12%,環比增29.92%。其中,Q2營收5.27億元,同比增35.93%,環比增8.25%;歸母淨利潤1.85億元,同比增110.02%,環比增31.01%。國金證券點評稱,公司長鏈二元酸需求回暖量價提升,Q2業績同比環比均大幅上漲;長鏈二元酸市場規模有望進一步擴大,年產4萬噸癸二酸預計2022年上半年投產;目前公司新疆基地年產10萬噸生物基聚酰胺已經量產,生物基聚酰胺未來有望打開公司盈利空間;維持增持評級。

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