天風證券:阿洛酮糖獲批國內新食品原料 相關產能和技術的公司有望率先分享行業紅利
天風證券研報表示,D-阿洛酮糖獲批新食品原料,標誌國內應用許可正式獲得。根據百龍創園2024年報,全球阿洛酮糖市場2019—2023年CAGR達33.26%,預計2030年全球市場規模將增長至5.45億美元。2、兩種生產工藝被批準,中糧科技爲國內首家通過酶法工藝生產的企業。公司聯合中糧營養健康研究院歷經多年,成功開發出以玉米澱粉糖爲原料的阿洛酮糖酶法生產技術。其中,自主研發的“D-阿洛酮糖-3-差向異構酶”處於行業領先水平,於2023年獲國家衛生健康委批準,成爲國內首款食品加工用酶製劑。3、萬噸級產能擴建中:百龍創園已實現上億營收。天風證券認爲,本次阿洛酮糖在國內作爲新食品原料獲批,或意味着下遊需求量的擴大、以及產能的加速釋放,有相關產能和技術的公司有望率先分享行業紅利。重點推薦:百龍創園(已有業績+產能擴產中)、保齡寶(產能擴產中)、中糧科技(技術已在國內獲批+有新建產能計劃)。
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