Plum Group: traditional business experience d'ego, transformation and upgrading is the future point of view

MSG: The industry supply and demand pattern has been determined, profit promotion space is limitedThe growth rate of global demand for MSG has remained stable, and the rapid development of supply in recent years has resulted in overcapacity, and the pattern of supply and demand has stabilized after four large-scale phase-outs of capacityMeihua Group ranked second, has location advantages and technical advantages, the cost is slightly lower than competitors, micro-profit survivalAt present, MSG prices in the low and stable operation, is expected to 14 years of limited profit growth space, because MSG is a heavy asset industry, small and medium-sized enterprises difficult to stop production and exit, once the price increases the resumption of enterprise production will again be a price pressuretWq
Amino acids: Overcapacity leads to a sustained price downturn, the industry reversal is still some timeThe amino acid industry as a whole is oversupplied and prices remain depressedFrom the demand side, due to the low demand of lysine downstream feed industry and the impact of domestic influenza, lysine demand is not likely to grow significantly;tWq
Biovaccines will be the company's future growth pointThe company plans to transition to the bio-vaccine industry, based on the following two considerations: (1) plum blossom advantage is production and technology; The company plans to enter the bio-vaccine field through mergers and acquisitions, Dalian Hanxin's acquisition is the company's first step into the field, the company plans to become bigger and stronger in the field of bio-vaccines, the future is expected to account for 30%-40% of the company's performancetWqMSG: the industry supply and demand pattern has been determined, profit promotion space is limitedThe growth rate of global demand for MSG has remained stable, and the rapid development of supply in recent years has resulted in overcapacity, and the pattern of supply and demand has stabilized after four large-scale phase-outs of capacityMeihua Group ranked second, has location advantages and technical advantages, the cost is slightly lower than competitors, micro-profit survival At present, MSG prices in the low and stable operation, is expected to 14 years of limited profit growth space, because MSG is a heavy asset industry, small and medium-sized enterprises difficult to stop production and exit, once the price increases the resumption of enterprise production will again be a price pressure tWq
　　Amino acids: Overcapacity leads to a sustained price downturn, the industry reversal is still some time The amino acid industry as a whole is oversupplied and prices remain depressed From the demand side, due to the low demand of lysine downstream feed industry and the impact of domestic influenza, lysine demand is not likely to grow significantly; tWq
　　Biovaccines will be the company's future growth point The company plans to transition to the bio-vaccine industry, based on the following two considerations: (1) plum blossom advantage is production and technology; The company plans to enter the bio-vaccine field through mergers and acquisitions, Dalian Hanxin's acquisition is the company's first step into the field, the company plans to become bigger and stronger in the field of bio-vaccines, the future is expected to account for 30%-40% of the company's performance tWq
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