安德利(605198.SH):目前世界蘋果汁消費市場穩中有升
格隆匯7月19日丨安德利(605198.SH)在互動平台表示,目前,世界蘋果汁消費市場穩中有升。其中,發達國家對蘋果汁的需求已基本形成剛性,需求量保持穩定;新興市場國家隨着消費羣體擴大、消費結構升級,市場不斷成熟,其需求增長較快。2018年、2019年中美貿易摩擦以來,世界範圍內的濃縮蘋果汁貿易規模未受到顯著影響,公司近幾年的利潤也在穩步增長。公司認為,加徵關税的當年短期會受一定的影響,但在主要的消費國家,我們都已擁有比較固定的市場份額和客户羣體,因此公司濃縮蘋果汁總體需求量不會因中美貿易摩擦而減少。公司一直注重新興市場的開發,在保持已有市場份額下,會加大所有市場包括一帶一路市場的開拓。
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