智通财经APP获悉，阜丰集团(00546)涨近3%，截至发稿，涨2.74%，报5.63港元，成交额3034.88万港元。
华泰证券发布研报称，阜丰集团主要从事食品饲料添加剂业务，23年味精/黄原胶/苏氨酸/赖氨酸年产能居全球第1/第1/前3/前8，未来伴随味精新产能释放及海外基地布局，规模优势将巩固，同时公司保持较高分红率，17-23年分红率均高于30%，24H1约40%分红率，并积极探索合成生物产品。粮食安全背景下，豆粕减量替代、出口增长及行业洗牌完毕下竞争格局优化等助力氨基酸景气改善。
该行续指，市场担忧味精扩产导致价格持续下跌，而该行认为味精需求相对刚性，且近年来对东南亚/非洲等出口量稳步增长，伴随24Q2以来价格回落至近5年较低位置，味精未来有望逐步复苏，且公司新产能投产后规模优势进一步巩固。
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