中国股市8月8日迎来了一天的平稳表现，多个板块呈现上涨趋势，尤其是农牧饲渔和化学制药板块的涨幅较为显著。其中，维生素概念板块成为当日市场的亮点，引领两市上涨，并出现了个股涨停潮。
根据金融数据服务商东方财富的数据显示，当天A股维生素概念板块大涨6.65%，连续三个交易日上涨。个股方面，新赣江、尔康制药、民生健康、东北制药、广济药业等多只个股股价收获涨停板。
银河证券分析师高乐指出，维生素板块的强势主要受到消息面的驱动。近日，国际化工巨头巴斯夫因火灾导致其德国路德维希港基地部分维生素产品的交付受到影响，这直接影响了维生素市场的供求关系，进而推高了维生素价格。
巴斯夫7日发布消息称，受7月29日火灾影响，其部分维生素A、维生素E、类胡萝卜素产品以及部分香原料产品的供应遭遇不可抗力。这一事件导致维生素A和维生素E的参考成交价大幅上涨，部分产品价格甚至翻了一倍。
招商证券分析师周铮表示，巴斯夫是全球重要的维生素供应商，其生产基地的停产将对全球维生素A和维生素E供应造成巨大影响，供需缺口明显，预计维生素A和维生素E价格将继续上涨。
当天A股主要股指方面，上证指数微幅上涨，深证成指和创业板指则分别下跌0.04%和0.54%。
综上所述，维生素概念板块的涨停潮主要受国际化工巨头巴斯夫火灾事件影响，导致维生素市场供求关系发生变化，进而推高了维生素价格，利好相关上市公司。
英语如下：
News Title:
Keywords: Stock Limit-up Day, Vitamins, Price Increase
News Content:
China’s stock market saw a day of stable performance on August 8, with multiple sectors showing an upward trend, particularly noticeable in the agriculture, animal husbandry, fishery, and chemical pharmaceutical sectors. Among these, the vitamin concept sector emerged as the highlight of the day’s market, leading the way for gains across both Shanghai and Shenzhen bourses and witnessing a wave of individual stock limit-ups.
Data from financial data service provider East Money showed that the A-share vitamin concept sector surged by 6.65% on the day, marking its third consecutive day of increases. On an individual stock basis, several companies such as Xin Ganjiang, Er Kang Pharmaceutical, Min Sheng Health, Northeast Pharmaceutical, and Guang Ji Pharmaceutical saw their shares close at the daily limit.
Guo Le, an analyst at Galaxy Securities, pointed out that the strength in the vitamin sector was mainly driven by market news. Recently, the fire at BASF’s Ludwigshafen site in Germany affected the delivery of some vitamin products, impacting the supply and demand dynamics in the vitamin market and pushing up prices.
On July 7, BASF announced that the fire on July 29 had led to an unforeseeable event affecting the supply of its vitamin A, vitamin E, carotene products, and some flavors. This event resulted in a significant increase in the reference trading prices of vitamin A and vitamin E, with some products seeing prices double.
Zhou Zheng, an analyst at CITIC Securities, said that BASF, as a major global supplier of vitamins, the shutdown of its production base would have a significant impact on global supplies of vitamin A and vitamin E, creating a clear supply gap and expecting prices of vitamin A and vitamin E to continue rising.
On the major A-share indexes, the Shanghai Composite Index saw a slight increase, while the Shenzhen Component Index and the ChiNext Index respectively fell by 0.04% and 0.54%.
In summary, the wave of limit-ups in the vitamin concept sector was largely influenced by the fire at BASF’s international chemical giant, which affected the supply and demand dynamics of the vitamin market and pushed up prices, providing a boost to related listed companies.
【来源】http://www.chinanews.com/cj/2024/08-08/10265714.shtml
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