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中硼硅模制瓶生产企业少,力诺特玻有望成为头部企业
中硼硅模制瓶生产企业少,力诺特玻有望成为头部企业
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图片大小:285KB
图片尺寸:2327*1130
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所属报告:
力诺特玻-公司首次覆盖报告:扩产中硼硅药用玻璃特玻龙头高成长-230517(25页).pdf
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图8、2020年中硼硅玻璃瓶成本构成
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行业数据
2025-11-26
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中硼硅模制瓶竞争格局一览
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竞争格局
2025-09-23
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2019-2022Q1中硼硅模制瓶在模制瓶销量中占比由4%提升至10.5%
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行业数据
2025-03-14
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2022年-2024H1山东药玻中硼硅模制瓶&预灌封产品产能快速释放
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行业数据
2024-12-05
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力诺特玻中硼硅模制瓶扩产项目及对应产能情况(吨)
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行业数据
2024-08-09
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关联性审评审批结果为A的中硼硅模制产品(截至2024年8月8日)
fCDkuqflk4HmnaXmupAgfCDkvIHkuJrlkI3np7AgfCDnmbvorrDlj7cgfCDlk4Hnp43lkI3np7AgfCDop4TmoLwgfCDmm7TmlrDml6XmnJ8gfCDkuI7liLbliYLlhbHlkIzlrqHor4TlrqHmibnnu5PmnpwgfAp8LS0tLS0tLS0tLXwtLS0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tLS18LS0tLS0tfC0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CgrotYTmlpnmnaXmupDvvJpb6KGoODog5YWz6IGU5oCn5a6h6K+E5a6h5om557uT5p6c5Li6IEEg55qE5Lit56G856GF5qih5Yi25Lqn5ZOB77yI5oiq6IezIDIwMjQg5bm0IDgg5pyIIDgg5pel77yJXSgjKQ==
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行业数据
2024-08-09
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图32山东药玻占据中国主要中硼硅模制瓶市场
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其它
2024-07-19
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图表38各企业中硼硅模制瓶审批情况(截止2024年4
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行业数据
2024-06-18
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已登记的中硼硅模制瓶产品转A进度梳理(截至2024.5.25)
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其它
2024-06-03
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2018-2022年中硼硅药用玻璃瓶收入占比
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其它
2023-12-06
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2018-2022年中/低硼硅药用玻璃瓶毛利率对比
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其它
2023-12-06
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力诺特玻2017-2021中硼硅玻璃营业收入
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行业数据
2023-08-21
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中硼硅模制瓶在公司模制瓶中占比稳步提升
5Lul5LiL5piv5o+Q5Y+W55qE5pWw5o2u5bm255Sf5oiQ55qE6KGo5qC877yaCgp8IOW5tOS7vSAgfCDkuK3nobznoYXmqKHliLbnk7bplIDph4/ljaDmr5QgfAp8LS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IDIwMTkgIHwgNCUgICAgICAgICAgICAgICAgICAgfAp8IDIwMjAgIHwgNCUgICAgICAgICAgICAgICAgICAgfAp8IDIwMjEgIHwgNiUgICAgICAgICAgICAgICAgICAgfAp8IDIwMjJRMXwgMTElICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5bGx5Lic6I2v54676Z2e5YWs5byA5Y+R6KGM6IKh56Wo55Sz6K+35paH5Lu25Y+N6aaI5oSP6KeB55qE5Zue5aSN44CB5Lit5rOw6K+B5Yi456CU56m25omA
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行业数据
2023-07-13
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公司中硼硅玻璃瓶毛利率高但波动较大
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行业数据
2023-05-18
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力诺特玻经过20余年的发展,已成为细分领域龙头企业
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关联审批进行中,模制瓶业务有望放量。根据国家药品监督管理局药品审评中心登记数据,中硼硅玻璃模制登记企业较少,国产中硼硅玻璃模制企业更少。截至2023年 4月,在国家药品监督管理局药品审评中心登记的中硼硅模制瓶国产企业仅有 6 家,其中仅有山东药玻和四川阆中通过了关联审批,包括力诺特玻的其他四家均在审批中。山东药玻以模制瓶为主,兼有少量的管制瓶,是国内较少的掌握全套中硼硅模制瓶制造核心技术的企业之一,是国内模制瓶领域的龙头企业,山东药玻占据中硼硅模制瓶市场主要份额。在关联审批制度下,药企选择包材供应商会越来越慎重,因为在药品标准不断提升的背景下,药包材的稳定和安全尤为重要,药企倾向于与两家以上药包材头部企业建立稳定合作关系,药包材行业集中度有望提升。力诺特玻在中硼硅管制瓶领域的成功经验有望应用到模制瓶项目,模制瓶与管制瓶的下游客户群体亦存在很高的协同性。我们预计公司中硼硅模制瓶有望在 2023年下半年通过关联审批,届时公司三个中硼硅模制瓶项目均进入投产放量期,在关联审批制度下,中硼硅模制瓶正走存量替代与国产替代的扩张路线,国内必将涌现出一批行业领跑者,力诺特玻或将成为中硼硅模制瓶领域头部企业。
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力诺特玻-公司首次覆盖报告:扩产中硼硅药用玻璃特玻龙头高成长-230517(25页).pdf
中硼硅模制瓶生产企业少,力诺特玻有望成为头部企业
政策支持低硼硅药用玻璃向中硼硅药用玻璃转换
中硼硅玻璃更适合药用玻璃
公司主要扩产中硼硅药用玻璃
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