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川寧生物(301301.SZ):公司會考慮6-APA下游需求的承受能力,保持滿產
格隆匯 10-23 15:13

格隆匯10月23日丨川寧生物(301301.SZ)在投資者關係活動上表示,總體來看,公司第三季度價格相較二季度價格總體保持穩定,分產品來看:硫氰酸紅黴素目前市場供需平衡,競爭格局穩定,並無新進產能,所以硫氰酸紅黴素會在未來一段時間內維持目前的價格區間。公司青黴素類中間體產品價格在高位盤整,價格稍有波動,但整體保持穩定。公司會考慮6-APA下游需求的承受能力,保持滿產。隨着四季度旺季的到來,後續抗生素市場需求將恢復和提升,硫氰酸紅黴素、青黴素類中間體有望維持今年價格。頭孢類中間體的價格從2024年前三季度的數據顯示已回暖,目前來看行業中沒有新進產能,國家將其列為限制性產能後,增加了入行的門檻,競爭格局相對比較穩定,預計價格會持續穩定。

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