欧晰析&Harris Williams：2024年全球配料市场：增长、趋势与机遇分析报告（英文版）

Robust aggregate market growth in the long term, with the higher-margin value-added subsegments (30-40% market value) growing ~5%; some supply normalization occurring after rapid growth during COVID … With Attractive Structural Dynamics High technical or capital requirements to participate; sticky customer relationships, given low share of cost stack, but high criticality (as many ingredients are formulation specified), and economic resiliency result in attractive category fundamentals and hi