中原证券给予安琪酵母增持评级

每日经济新闻11-22

中原证券11月22日发布研报称，给予安琪酵母（600298.SH，最新价：34.44元）增持评级。评级理由主要包括：1）国内糖蜜价格稳步下行，水解糖产能落地，公司在国内的成本压力；2）得到缓解，成本下降也将会增厚公司业绩；3）前三季度，公司的盈利有所下滑，与毛利率下降和费用率上升有关。风险提示：财务、销售等费率持续升高，将侵蚀公司盈利。国内市场的酵母需求恢复较为缓慢。国际通胀持续，海外业务的成本...

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