诚通证券给予山东药玻强烈推荐评级，首次覆盖报告：药玻行业龙头，政策红利成本下降双受益

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诚通证券12月04日发布研报称，给予山东药玻（600529.SH，最新价：24.26元）强烈推荐评级。评级理由主要包括：1）深耕药玻五十年，“瓶+塞+盖”全套药包材服务提供商；2）受益两大政策红利：关联审评和一致性评价；3）纯碱原材料成本下降带动毛利率提升；4）公司中硼硅药玻先发优势明显，市占率、技术处于全国领先水平。风险提示：1、中硼硅模制瓶需求不及预期风险。AI点评：山东药玻近一个月获得1份...

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