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美農生物(301156.SZ):將繼續佈局禽用產品、水產產品等領域
格隆匯 06-15 11:44

格隆匯6月15日丨有投資者向美農生物(301156.SZ)提問:請介紹一下公司各產品佈局。

美農生物回覆:公司豬用產品已形成規模優勢,並穩定持續增長。具體來看,調味劑及誘食物質領域,公司的市場佔有率穩步增長,在飼料無抗、玉米豆粕減量替代等背景下,發展空間巨大;酸度調節劑作為“替抗”的首選產品被廣泛使用;包被氧化鋅在近3年銷售額實現了複合增長率近40%的快速成長;2022年面對蛋白原料緊缺高價和飼料及養殖企業配方成本壓力增大的背景,公司的酶解植物蛋白產品得到了客户的高度認可和廣泛使用。後續,公司在豬用產品領域,結合當下養豬生產的需求,開發更有效的解決方案,進一步提高市場佔有率,鞏固調味劑及誘食物質的市場優勢地位,擴大酸度調節劑和酶解植物蛋白的市場份額,並佈局其它腸道健康類產品。

公司反芻業務領域已快速成長,奶牛用營養性飼料添加劑產品銷售額近3年複合增長率近40%,業務規模逐年擴大,市場佔有率和影響力穩步提升;肉牛、肉羊用調味劑及誘食物質、營養性飼料添加劑等產品正快速啟動,增長潛力大。公司新增反芻產品事業部,提升市場營銷能力,隨着募投項目的投產,產能擴大,生產效率得到提升,產品綜合競爭力將進一步增強,成為公司業績增長的重要支撐之一。

公司將繼續佈局禽用產品、水產產品等領域,增加團隊人員、開發新產品、優化產品線,積極拓展市場,推動公司業務整體發展。

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