智通财经APP获悉,阜丰集团(00546)尾盘涨近5%,高见6.56港元,创下历史新高,截至发稿,涨4.8%,报6.55港元,成交额6278.94万港元。
消息面上,3月6日,梅花生物宣布,与阜丰集团达成和解。梅花生物将向山东阜丰支付2.33亿元和解金,和解金支付完毕后,梅花生物黄原胶业务将不再面临诉讼风险。光大证券指出,全球畜牧业规模化发展,氨基酸等添加剂行业发展可期,龙头企业阜丰集团等公司有望凭借技术壁垒、成本优势及多元化布局等,持续巩固市场地位,实现中长期的持续增长。
申万宏源则指出,随着气候渐暖,饲料养殖行业需求将迎来年内小旺季,产品价格有望底部反弹。该行还指出,阜丰、梅花关于黄原胶诉讼达成和解。双方作为国内领先的味精及氨基酸企业,此次和解也有望促成双方在味精等品种方面的协同,预计未来行业格局有望改善,公司盈利能力有望持续加强。
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