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光大證券:持續看好維生素、蛋氨酸板塊
格隆匯 08-12 09:47
光大證券研報指出,持續看好維生素、蛋氨酸板塊。首先蛋氨酸方面,短期受海外減產影響,蛋氨酸現貨供應趨緊,中長期全球蛋氨酸產能擴產有限,疊加終端需求持續復甦,蛋氨酸供需格局有望持續改善。其次維生素方面,巴斯夫維生素停供加速推動維生素價格上升,隨着維生素廠家減產和停產檢修,疊加需求端持續復甦,國內維生素廠家挺價意願較強,有望推動維生素價格2024年持續上升。
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