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长城国瑞证券4月25日发布研报称,给予恩捷股份(002812.SZ)买入评级。评级理由主要包括:1)隔膜行业竞争加剧,公司锂电池隔膜盈利不及预期,涂布膜产品占比提升;2)公司持续加强研发投入,巩固提升公司核心竞争力;3)海外基地建设进展顺利,预计23年下半年至24年开始量产,全球市场份额有望进一步提升;4)BOPP薄膜业务稳中有升,无菌包装业务增幅较大。(每日经济新闻)

Great Wall Guorui Securities released a research report on April 25 stating that it gave Enjie Co., Ltd. (002812.SZ) a purchase rating. The main reasons for the rating include: 1) competition in the diaphragm industry has intensified, the company's lithiu

Zhitong Finance ·  Apr 26 15:26
Great Wall Guorui Securities released a research report on April 25 stating that it gave Enjie Co., Ltd. (002812.SZ) a purchase rating. The main reasons for the rating include: 1) competition in the diaphragm industry has intensified, the company's lithium battery diaphragm profits have fallen short of expectations, and the share of coated film products has increased; 2) the company continues to increase investment in R&D to consolidate and enhance the company's core competitiveness; 3) overseas base construction is progressing smoothly. Mass production is expected to begin in the second half of 23 to 24, and the global market share is expected to increase further; 4) the BOPP film business is rising steadily, and the aseptic packaging business has increased significantly. (Mainichi Keizai Shimbun)

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