价格压力趋缓!肝素,迎来修复?

浩海投研Pro
30 Nov 2024

作者/星空下的卤煮编辑/菠菜的星空排版/星空下的绿豆汤去年底以来的这段时间,可谓是肝素行业的历史性低谷。经历了新冠大流行期间的高库存后,2023年下游企业进入去库存轨道,肝素产品价格随之大幅下滑。我国是肝素的主要生产国和出口国,海普瑞(002399)、常山药业(300255)、健友股份(603707)、千红制药(002550)等几大厂商是全球产业链的主要参与者。受此影响,相关公司这期间的业绩也遭遇...

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