智通财经APP获悉，阜丰集团(00546)再涨超4%，截至发稿，涨3.8%，报8.2港元，成交额2165.98万港元。
消息面上，7月21日，阜丰集团发布公告，预计上半年实现归母净利17.4亿元，同比增长67%，主要因集团若干主要产品销量增加及主要原材料成本下降，导致毛利增加；及3月由新疆梅花和梅花生物获得2.33亿元赔偿金。华泰证券表示，归母净利预测略超过该行25H1归母净利16.0亿元的前瞻预期；考虑氨基酸及味精景气有望改善，以及公司出海有望贡献增量，维持“增持”评级。
中金指出，阜丰集团1H25预期净利润超出市场预期。25年上半年受下游需求疲软以及欧盟加征赖氨酸反倾销税影响，据卓创资讯，公司主要产品味精、苏氨酸、98%赖氨酸价格分别同比变动-11%/+1%/-9%至7,156/10,479/9,081元/吨。据公告，公司将尽快确定两个海外生产基地的位置并开始兴建，并将进一步发展越南、美国和荷兰三个海外区域销售办事处。该行认为在部分氨基酸品种面临海外反倾销的情况下，国际化布局或将进一步提升公司全球竞争力。
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