利民股份(002734.SZ):草銨膦今年上半年價格出現大幅下降,已跌至歷史最低位
格隆匯8月21日丨有投資者向利民股份(002734.SZ)提問,“草銨膦國內眾多企業均有佈局,公司對未來草銨膦和L-草銨膦的價格走勢以及市場需求如何判斷?”
利民股份回覆稱,草銨膦今年上半年價格出現大幅下降,已跌至歷史最低位。主要原因是產品供大於求,市場競爭激烈導致的價格下跌。長期來看,糧食安全、能源危機將帶動各國和地區大豆、玉米等糧食作物種植面積的增加、轉基因作物的推廣會帶來草銨膦用量的增加。加上百草枯禁用、抗草甘膦的雜草增多,部分市場未來將由草銨膦來替代;另一方面,未來將從產品的無序擴張向高質量發展轉變,各企業產品的工藝、安全、環保等技術管理水平代表該產品的核心競爭力。公司目前採用的氣相連續法工藝,成本具備競爭力,公司也將持續做優做強氣相連續法的草銨膦。同時,公司正在建設的10,000噸生物酶法L-草銨膦,生物酶法L-草銨膦需要從草銨膦進行轉化,那麼低成本的草銨膦將會成為L-草銨膦未來的競爭優勢提供支撐。
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