智通财经APP获悉，鲟龙科技(06715)今早反弹逾12%，该股自9月7日进入港股通后持续阴跌，期间累计跌幅达17%。截至发稿，涨10.31%，报69港元，成交额3160.49万港元。
消息面上，今年上半年，鲟龙科技实现收入人民币3.62亿元，同比增加20.01%；经调整净利润2.09亿元，同比增加15.7%。公司收入增加主要归因于鱼子酱产品销量强劲增长。销量同比增加23.0%至140,367千克，受益于欧洲及美国等成熟市场的持续增长，以及日本、韩国及新加坡等亚太市场的强劲需求。
开源证券认为，鱼子酱行业有一条较为清晰的供需错配逻辑，供给端存在天然且难以快速弥补的刚性约束，需求端海外成熟市场具备深厚的消费传统，经济发展和财富效应正在持续催生新的增量市场，叠加国内渗透率仍低、消费场景不断拓宽，需求整体呈多点开花、稳步扩张的态势。供给慢、需求稳，二者长期错配，推动行业有望量价齐升，以及龙头议价能力增强。
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