智通财经APP获悉，阜丰集团(00546)跌近7%，截至发稿，跌6.8%，报4.865港元，成交额2967.91万港元。
消息面上，阜丰集团发布2026年中期业绩，该集团取得收入137.95亿元，同比减少1.2%；股东应占溢利3.47亿元，同比减少80.66%；每股盈利13.82分，拟派发中期股息每股6.4港仙。利润同比大幅下滑主要是由于味精、苏氨酸、赖氨酸及黄原胶等产品价格下降导致毛利率下滑，同时上半年外汇亏损净额同比增加5.92 亿元至5.18 亿元所致。
中金公司认为，味精、氨基酸等产品价格已处于历史低位水平。目前味精市场价格6,900 元/吨，处于2012年以来18%分位，随着下游备货需求回暖，价格有望逐步抬升。目前苏氨酸、赖氨酸价格均处于历史低位水平，该行认为价格继续下跌空间有限。
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