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富邦股份(300387.SZ):傳統助劑產品的需求不斷萎縮,進入存量博弈時代
格隆匯 09-20 15:18

格隆匯9月20日丨富邦股份(300387.SZ)在投資者關係活動上表示,從整個行業趨勢來看,全球範圍內日趨嚴格的碳中和政策、環保政策,迫使化肥行業進行轉型升級,傳統助劑產品無法滿足客户日益多元化的需求,行業將向綠色、低碳化方向發展。在國內,由於下游肥料市場需求低迷、進入庫存消化週期,客户對傳統助劑的需求量下降,同時疊加化肥減量增效政策的深化,客户對綠色高效農化助劑產品的需求不斷上升。在國外,以歐盟為代表的發達國家市場,客户需求轉向大規模精準化的定製化產品。因此,傳統助劑產品的需求不斷萎縮,進入存量博弈時代。

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