先達股份(603086.SH):美國用藥季節在每年5-8月份,烯草酮需求量約折百5000噸/年
格隆匯5月13日丨先達股份(603086.SH)在互動平臺表示,美國大豆種植面積位居全球第二,美國用藥季節在每年5-8月份,烯草酮需求量約折百5000噸/年,往年公司出口美國佔公司銷售比重較小。前期由於中美關稅,國內整體烯草酮廠家銷往美國市場量較小,美國市場烯草酮產品緊較爲緊缺。由於今年烯草酮行業供給較爲緊張,疊加近期中美取消91%關稅及90天暫停實施24%關稅,近期會對烯草酮銷售有一定促進作用。
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