研报掘金丨华安证券：维持百龙创园“增持”评级，阿洛酮糖准入落地

格隆汇2025-07-30

华安证券研报指出，百龙创园25Q2业绩同环比持续增长，阿洛酮糖准入落地。项目投产释放规模效应，工艺改良压缩成本优化产品结构，共同助力业绩增长。百龙创园自2014年布局阿洛酮糖研发，拥有14项核心专利（含6项国际专利），当前国内产能达1.5万吨，技术壁垒与规模化生产优势显著。随着国内需求释放，公司有望通过成本控制与工艺领先性快速覆盖增量市场。另外，泰国工厂优化成本结构，强化欧美及东南亚市场竞争力。...

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