Zhongyou Securities: Vitamins Launch into Price Increase Channel, Potential for Significant Upside in Follow-up

NightAirdropper · 2026-03-17T05:43:38+00:00

Ruicai Finance - Yan Ming HuiRecently, China Post Securities pointed out that vitamin APIs were at historic lows before the price increase. Driven by rising upstream chemical raw material costs and increased shipping prices, industry participants have strong intentions to reduce production and raise prices.Vitamins are mainly used as feed additives with extremely low cost ratios. Downstream customers are insensitive to price changes, making price increases smooth with substantial room for increases. Catalyzed by multiple factors, vitamins have just entered a price increase cycle. Referencing historical experience, subsequent elasticity is substantial.Related company: China Post Securities

NightAirdropper

2026-03-17 05:43:38

Rui Cai Jing Yan Minghui Recently, China Postal Securities pointed out that the prices of vitamin raw materials were at a historic low before rising. The upstream chemical raw material price increases and rising shipping costs have stimulated strong industry control and willingness to raise prices.

Vitamins mainly used as feed additives have a very low cost proportion, and downstream demand is not sensitive to price changes, making price increases smooth and with significant room for raising prices. Under multiple catalysts, vitamins have just started to enter a price increase channel. Based on historical experience, there is great potential for future flexibility.

Related company: China Postal Securities

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