中信建投：抗生素中间体品种分化明显产业升级持续

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中信建投发布研究报告称，抗生素中间体行业近年来品种表现分化，青霉素及大环内酯类中间体景气度较高，受益于下游需求景气、竞争格局缓解等因素，品种价格表现良好；头孢类下游市场广阔，涉及中间体品类较多，未来竞争格局改善或将推动主要产品价格回升；培南类中间体酶法改进及连续流等技术推动行业升级。外部竞争方面，印度推出生产挂钩激励计划(PLI)，但发酵条件、能源电力供应及产业链配套为短板，预计短期影响有限。...

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中信建投：抗生素中间体品种分化明显 产业升级持续

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中信建投：抗生素中间体品种分化明显产业升级持续