未知机构：花园生物近况更新市场传闻农业部已将饲料级胆固醇虾蟹饲料-20241204

Summary of Company and Industry Insights Company: Huayuan Bio Key Developments - The Ministry of Agriculture is rumored to have passed the preliminary review for the inclusion of feed-grade cholesterol in the shrimp and crab feed directory, which could lead to significant market opportunities for the company if officially approved [1][2] - Currently, the company exports several hundred tons of feed-grade cholesterol primarily to Southeast Asia and South America, indicating a strong international market presence [2] Pricing and Profitability - The price of VD3 is expected to remain high in the first half of next year, with potential for further price increases due to current shortages of raw materials [3] - The company began raising VD3 prices in the second half of this year, with a four-month period from May to August where prices were not reported [4] - If VD3 prices maintain their high levels, it could lead to substantial profit contributions for the company [5] Capacity Expansion - The company has plans for new investments in VA/VE production capacity, with 1,200 tons of a planned 6,000 tons of VA capacity already built and operational [6] - The planned 20,000 tons of VE capacity is expected to start contributing to production next year, which, along with strong market prices influenced by delays in BASF's production and maintenance shutdowns at Zhejiang Medicine and New Hope, will provide significant revenue growth opportunities [6]