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萊茵生物(002166.SZ):堅定看好工業大麻行業市場空間及未來發展
格隆匯 02-20 15:10

格隆匯2月20日丨萊茵生物(002166.SZ)於2023年2月15日-16日在接受機構現場參觀或參加券商策略會時表示,海外CBD市場價格處於較低迷的狀態,原料價格也是處於歷史性低位,但預計市場低谷並不會持續太久。現階段原材料價格已基本觸及種植户心理價位底線,如價格再次降低,農户種植積極性將會減少,供給減少會帶動產品價格的恢復。目前生產端也逐步進入產能出清階段,從行業發展角度來看或許並非壞事,它意味着工業大麻行業正逐步從無序競爭轉向有序發展,價格有望逐步回升至合理水平。公司發展歷程中,也曾經歷過個別單品價格下跌90%的情況,因此對於處於行業週期底部的產品具備一定的應對經驗。從長期來看,公司將堅定看好工業大麻行業市場空間及未來發展。

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