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港股异动 | 大麻概念股逆势大涨 雄岸科技涨11%
格隆汇 09-16 16:10
格隆汇9月16日丨港股大麻概念股逆势大涨,雄岸科技(1647.HK)涨10.9%、美瑞健康国际(2327.HK)涨5.26%、比速科技(1372.HK)涨4%。天风证券表示,按照我国工业大麻室外种植周期,我国工业大麻普遍于4-5月播种,9-10月收获。今年春季种植的工业大麻将迎来收获,有望为相关公司贡献业绩。此外,加拿大将于2019年10月17日开启第二波合法化,含CBD等大麻素的食品、浓缩物等产品被允许出售。2018年,美国市场规模约371亿美元,加拿大约16亿美元,在政策放开的推动下,北美市场规模有望持续迅速扩大。相关公司有望凭借领先的技术优势和渠道布局打入北美大麻素检测市场,为公司创造新的业绩增长点。
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