Vitamin E price warmer Zhejiang Medicine, new into the "Golden Age"?

Every reporter Tri Dan "This April, vitamin E feed-grade price dropped to 105 yuan/kg, but the recent e-dimensional price obviously rebounded, most of the price in the 150 yuan/kg ~160 yuan/kg, I think that the price of dimensional e of this rally will be continued."　　A veteran of the pharmaceutical export industry told the Daily Economic news reporter.　　Pharmaceutical industry analysts have said they are bullish on the investment opportunities of e, and even some analysts believe that the price of vitamin E is expected to reach 200 yuan/kg. In the two-tier market, by the recent e-dimensional impact of price increases, "ve double-hung" recent performance is very eye-catching.　　Zhejiang Medicine (600216, closing price of 24.34 Yuan) recently rose continuously, since June the stock has risen to 27.3%, and new into (002001, closing price 32.06 yuan) The cumulative increase of 23.69%. Vendor response: The price is picking up. According to the Health Network, the information shows that vitamin E prices began to rebound recently, in the May Chengdu Livestock meeting, a dealer's price rose to 130 yuan/kg, and prices are still rising trend, the current dealer quotes at 150 yuan/kg ~160 yuan/kg.　　It is reported that the domestic two major production enterprises in Victoria E up to 130 yuan/kg, began to stop quoting, health Network pharmaceutical raw materials analysis, in this view, the actual transaction price should still be at this price. "At present our side e Price is about 150 yuan/kg, at the same time the demand of downstream manufacturers is also in the process of rising." We have confidence in the steady pick-up in the price of e-dimensional this year.　　"Zhejiang Medical related people to the daily economic news," said reporters. New and become the Dong Chen Xiaohui also told reporters: "Demand and prices are recovering, our downstream customer demand has rebounded, such as in the pastoral shares, the demand for Granville shares are increasing." "So as demand picks up, how high will this e-dimensional price bounce?" Chen Xiaohui appears more cautious: "This is not good judgment, the price of vitamin E will change with the economic environment, I can only say that the price of vitamin E is not low." "Because of the early-dimensional e price has been falling, the end of the market weakness, the circulation of goods is not much, the current market price rose, but there is no market."　　Some distributors have stopped quoting, and some quotations have been as high as 165 yuan/kg ~170 yuan/kg, but the dealer also admits that the actual turnover is very small. "Vitamin E prices are likely to be smaller, but we do not see signs of shrinking demand." Personally, I am optimistic about the price of the API.　　The above medical export senior personage tells a reporter so. The 2008 "Golden Age" in the first half of 2008, due to the global demand for vitamin E products, vitamin E prices from the original 50 yuan/kg rose to 2008-year maximum price of 250 yuan/kg, resulting in the production of vitamin E two companies significantly increased performance. New and 2008 annual reports show thatThe company net profit is 1.375 billion yuan, growth 17 times times year-on-year, in which dimension e accounted for the main business income proportion is 60.99%; Zhejiang Pharmaceutical 2008 net profit of 973 million Yuan, the year-on-year growth of 16 times times, d e accounted for the main business income of the proportion of 51.04%. Can say 2008 is "VE Double" "Golden Age", from the first half of the trend, "ve double-hung" out of the market independent.　　2008 years ago, the five-month Shanghai Composite Index fell 34.75%, and the same period and the cumulative increase of 73.53%, Zhejiang Medicine cumulative rise to 32.83%. Stage investment opportunities highlight the recent two-tier market, Zhejiang Medicine, new and into the trend of strong, Zhejiang medicine in just over 10 trading days, the cumulative increase has reached about 45%, the same period and new into a small increase.　　Market analysts said that the "ve double-male" investment opportunities and the recent rise in the price of e-dimensional is closely linked.　　Is this rebound a blip or is it sustainable? Experts at DSM, the global vitamin industry leader, say the main reason for the rapid rise in e-C is that prices have come down quickly, breaking down the manufacturer's psychological bottom line, causing the company to change its strategy and start limiting its value to the insured. Pre-DSM in May shutdown overhaul, and new into the announcement of June to the middle of August production shutdown, which makes the price of vitamin E began to recover rebound.　　At the same time, the end of the two quarter, the terminal demand recovery, premix enterprise operating rate increased, vitamin demand is also an important reason.　　Xingye Securities Pharmaceutical Industry researchers believe that the short-term price of vitamin E fluctuations, but from the future trend, prices have room to rise. Wanguo also said that Zhejiang medicine share price may rise to 25.5 yuan, and the new into the production, but not until the production of goods, the same participation. They suggest that they can take part in the investment opportunities brought about by the e-price recovery rebound, with lower risk.