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萊茵生物(002166.SZ):認為未來幾年天然甜味劑業務發展將繼續向好,預期業務有望繼續維持40%-50%的較好增速水平
格隆匯 02-23 22:04

格隆匯2月23日丨萊茵生物(002166.SZ)於2023年2月21日召開線上電話會議時表示,公司認為未來幾年天然甜味劑業務發展將繼續向好,預期業務有望繼續維持40%-50%的較好增速水平,對公司整個業績表現起到有力的支撐。天然甜味劑產品的商業可及性越來越高,這將有利於天然甜味劑更多應用場景的挖掘及新市場的拓展。目前甜菊糖苷應用成本已處於可實現大規模推廣應用的水平,預計未來價格下降空間將不會太大。在製造端,基於工藝技術及設備的快速更新迭代,公司相關提取成本也在同步下降,毛利空間保持穩定。

公司具備較強的產能擴張控制能力,新生產線的建設基本上是根據未來3-5年的產能需求展開計劃與實施。產能的釋放節奏也會根據銷售目標制定,從投產到達產將會循序漸進地實現。根據目前客户訂單及市場增速來看,我們認為新工廠在未來3-5年有望達成滿產目標。

目前在天然甜味劑主要單品甜菊糖苷行業,部分新廠商的出現帶動了行業供給產能的提升,但基本上是與市場需求相匹配。橫向比較業內其他競爭對手,公司產能擴張速度是行業內領先的,這與萊茵生物目前的競爭策略緊緊相關。2023年,公司天然甜味劑業務發展目標是在達到行業平均增速的基礎上,要力爭實現在增量市場上搶佔更多份額,進一步鞏固在天然甜味劑領域的龍頭地位。

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