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晨光生物(300138.SZ)上半年淨利增24.23%至2.99億元 辣椒紅色素領先優勢繼續擴大
格隆匯 08-13 16:00

格隆匯8月13日丨晨光生物(300138.SZ)披露2023年半年度報吿,2023年上半年,公司堅持“以客户為中心”,持續為客户創造價值,不斷提升行業影響力,主要產品銷售持續領先,促進公司業績同比增長。報吿期內,公司實現營業收入36.69億元,同比增長13.68%,實現歸屬於上市公司股東淨利潤2.99億元,同比增長24.23%。

報吿期內,辣椒紅色素領先優勢繼續擴大,報吿期內銷售近5900噸,同比增長約16%;5月份以來受異常氣候影響,銷售價格小幅上升。辣椒精售價維持高位,銷量同比增長約25%;新一季印度高辣度辣椒價格較高,公司及時調整採購計劃,優化原材料結構,產品競爭優勢得到提升。葉黃素價格在二季度觸底企穩,公司在控制銷售節奏的同時積極優化銷售結構,飼料級葉黃素銷量同比下降約70%,食品級葉黃素銷量同比增長超110%;公司積極佈局葉黃素資源,可銷售貨源充足,為銷量恢復奠定良好基礎。公司繼續加大力度開發、推廣差異化、定製化或專用型產品,提高解決客户問題的能力,提升產品附加值。

報吿期內,營養藥用類產品延續良好發展勢頭:甜菊糖銷售近億元,在產品在優化工藝、精細管理的基礎上,生產效率持續提升,在行業下行階段維持了較好的盈利水平;水飛薊素、薑黃素產品快速發展,開設投建專用生產線;番茄紅素產品緊密圍繞客户需求,繼續拓寬應用範圍。香辛料產品整體業務穩紮穩打,花椒提取物銷量增長同比增長了約50%,創同期歷史新高。持續開展QG產品、CQA產品的市場推廣、應用研究等工作,動保類產品發展勢頭旺盛,成為公司效益增長的新亮點。

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