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美農生物(301156.SZ):公司豬用產品已形成規模優勢,並穩定持續增長
格隆匯 06-29 09:31

格隆匯6月29日丨美農生物(301156.SZ)近期在接待機構調研時表示,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;面對蛋白原料緊缺高價,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。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。公司將堅持“分種分品、全程營養”產品戰略,聚焦豬用產品,突破反芻產品,佈局家禽、水產,探索寵物產品。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。在反芻用產品領域,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。

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