Group 1 - The vitamin concept stocks are experiencing strong performance, with companies like Erkang Pharmaceutical, Yong'an Pharmaceutical, and Hehua Co. hitting the daily limit up [1] - The price of feed-grade vitamin D3 in China has been raised to 600 yuan per kilogram, contributing to the surge in vitamin-related stocks [1] - Erkang Pharmaceutical is recognized as the largest and most comprehensive pharmaceutical excipient company in China, integrating "raw materials + formulations" into its business model [1][3] Group 2 - Erkang Pharmaceutical has over 40 types of excipients available for vaccine production, which account for 90%-99% of the production process, indicating a shift towards domestic alternatives to imports [3] - The company recently obtained production qualifications for niacin (vitamin B3), which is crucial for anti-beriberi treatment and as an intermediate for NMN, a popular anti-aging component [3] - The global market for NMN is projected to approach 6.87 billion yuan by 2031, suggesting a potential high-value market opportunity for Erkang Pharmaceutical [3]
盘中必读|维生素价格飙升!带动板块拉升,尔康制药20CM涨停