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晨光生物(300138.SZ):葉黃素供給量受萬壽菊農業週期影響極大,導致產品價格波動較大
格隆匯 08-16 09:25

格隆匯8月16日丨晨光生物(300138.SZ)近期在接待機構投資者調研時表示,葉黃素的原材料萬壽菊花主要用於植物提取,缺乏其他應用場景,因此葉黃素供給量受萬壽菊農業週期的影響極大,導致產品價格波動較大。公司進入葉黃素行業後,通過實施預售影響種植端預期,平抑種植面積波動;通過戰略儲備對行業進行逆週期調節,平抑行業價格波動,保障行業健康發展。近年來葉黃素價格波動幅度已經有所減小。

目前國內葉黃素原材料優勢逐漸減弱,公司逐年擴大在東南亞、非洲的萬壽菊種植基地面積,為葉黃素產品競爭力、市場份額提升奠定良好基礎。

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