财信证券给予安琪酵母买入评级，收入增长亮眼，关注后续产能扩张和成本改善

每日经济新闻11-07

财信证券11月07日发布研报称，给予安琪酵母（600298.SH，最新价：37.58元）买入评级。评级理由主要包括：1）国内需求持续回暖，国外产能扩张和客户拓展齐头并进，Q3收入增长喜人；2）短期海运成本高企，当期政府补助减少，导致Q3利润率受损；3）年内业绩确定性高，未来两年有望维持双位数增长。风险提示：需求不及预期；行业竞争加剧；原材料价格大幅上涨；食品安全问题。AI点评：安琪酵母近一个月获得...

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