研报掘金丨中邮证券：维持亚香股份“买入”评级，全球化产能布局稳步推进

格隆汇09-08

中邮证券研报指出，亚香股份盈利阶段性承压，全球化产能布局稳步推进。2026H1实现归母净利润0.24亿元，同比下降78.63%；2026Q2实现归母净利润0.08亿元，同比下降72.23%。香料市场规模稳步扩容，全球化产能布局构筑公司竞争壁垒。在建项目方面，泰国亚香生产基地二期已转固，目前推进泰国基地三期、武穴格莱默生产基地、江西亚香建筑工程二期项目建设，海内外项目落地将持续完善全球化供应体系。...

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