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港股异动 | 阜丰集团(00546)拉升10% 本月味精价格延续高频反弹

智通财经 ·  {{timeTz}}

智通财经APP获悉,阜丰集团(00546)午后大幅拉涨。截至发稿,阜丰集团涨9.54%,报2.87港元,成交额0.19亿港元。

据卓创资讯数据,截止到11月19日,2021年大包装味精40目年均价8870.8元/吨,同比上涨25.1%。

卓创资讯指出,刚刚过去的金九银十,行业下游常规刚需出现,即便是玉米价格出现下滑,化工辅料涨幅远超过玉米降幅,味精市场继续高频反弹。11月上旬主产区开工不足,加上柴油上涨、物运成本增加、运力紧张、上下游库存储备不高以及上游有意识的限量接单,味精市场价格一直高位。11月下旬开工恢复至近80%,运输方面压力缓解,下游抵触观望心理增加,上下游间库存周转渐慢,味精实单价格略显弱势。

阜丰集团(00546)是全球最大的味精和黄原胶生产商,今年上半年,公司实现收入95.21亿元,净利为5.91亿元,其中味精分部的营收占比高达37.6%。

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