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中银证券4月12日发布研报称,给予中材科技(002080.SZ)买入评级。评级理由主要包括:1)2023Q4玻纤、叶片、锂膜供需延续偏弱态势,利润同比下滑;2)锂膜对业绩的贡献显著提升;3)行业竞争加剧,而龙头公司具备内生动力。(每日经济新闻)

BOC Securities released a research report on April 12 stating that it gave Sinoma Technology (002080.SZ) a buying rating. The main reasons for the rating include: 1) 2023Q4 supply and demand for glass fiber, blades, and lithium film continued to be weak,

Zhitong Finance ·  Apr 12 16:03
BOC Securities released a research report on April 12 stating that it gave Sinoma Technology (002080.SZ) a buying rating. The main reasons for the rating include: 1) 2023Q4 supply and demand for glass fiber, blades, and lithium film continued to be weak, and profits declined year-on-year; 2) lithium film's contribution to performance increased significantly; 3) industry competition intensified, and leading companies had endogenous motivation. (Mainichi Keizai Shimbun)

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