Tianfeng Securities released a research report on April 17 stating that it gave Rhine Biotech (002166.SZ) a purchase rating. The main reasons for the rating include: 1) downstream customers are under pressure to inventory the company's performance; 2) the signing of a new 5-year cooperation agreement with the customer, stevia production capacity will be released in 2024, and the natural sweetener business can be expected to continue to grow; 3) the cumulative target revenue amount of this agreement is US$840 million, and the minimum cumulative target revenue amount is US$680 million; 4) the development of the industrial hemp business falls short of expectations, and the market is expected to improve rapidly in the future. (Mainichi Keizai Shimbun)
天风证券4月17日发布研报称,给予莱茵生物(002166.SZ)买入评级。评级理由主要包括:1)下游客户去库存公司业绩承压,23Q4曙光已现;2)与客户签订5年合作新协议,2024年甜叶菊产能释放,天然甜味剂业务持续增长可期;3)本协议累计目标收入金额为8.4亿美元,最低累计目标收入金额为6.8亿美元;4)工业大麻业务发展不及预期,市场未来有望实现快速提升。(每日经济新闻)
Tianfeng Securities released a research report on April 17 stating that it gave Rhine Biotech (002166.SZ) a purchase rating. The main reasons for the rating include: 1) downstream customers are under pressure to inventory the company's performance; 2) the
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