路德環境(688156.SH):公司產品已陸續進入新希望集團等數十家知名終端客户的採購範圍
格隆匯8月16日丨路德環境(688156.SH)近期在接待機構投資者調研時表示,公司在白酒糟生物發酵飼料行業深耕九年,大型飼料加工集團及養殖集團對新建飼料企業產品採購有嚴格流程和評價體系,公司產品已陸續進入了首農集團、新希望集團、現代牧業、澳華集團、大成食品、嘉立荷牧業、玖興農牧等數十家知名終端客户的採購範圍,公司也在持續溝通接觸大集團客户。一般而言,大型養殖集團、飼料集團等客户抗風險能力強,提貨量相對比較穩定,未來公司會優先考慮與大型養殖集團、飼料集團、飼養一體化客户合作,減少養殖業週期性波動對公司經營的影響。
關於產品價格趨勢的判斷,公司會從集團客户對產品的認識出發,在與集團客户形成穩定的合作關係之後,推出面向不同客户需求的多元化產品矩陣,逐漸形成更加合理的產品價格體系。
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