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研报掘金丨长江证券:首予蓝晓科技“买入”评级,公司业务实现大幅拓展

Research Reports Investment Highlights丨Changjiang Securities: Initiates a "Buy" rating for Sunresin New Materials, the company has achieved significant expansion in business.

Gelonghui Finance ·  Dec 23, 2024 16:01  · Ratings

On December 23, Glonghui reported that Changjiang Securities Research Reports pointed out that Sunresin New Materials (300487.SZ) is a leader in the adsorption separation materials industry. The company has achieved rapid growth in various fields, including Metal resources, life sciences, water treatment and ultra-purification, Food Processing, Energy-saving and Environmentally Friendly, chemicals and catalysis, with expected net income of 0.84/1.08/1.32 billion yuan for 2024-2026. This is the first coverage, and a "Buy" rating has been given. In the past two years, many projects have been implemented, greatly expanding the company's Business. At the same time, the company is actively promoting breakthroughs in mass production and scalable sales in the fields of nickel, cobalt, vanadium, and tungsten. In the Food Processing sector, there is new demand in the sugar-free area, and in the Energy-saving and Environmentally Friendly sector, the industrial wastewater treatment market continues to grow rapidly, which the company is actively introducing. The company integrates its technological advantages in material manufacturing, application processes, and system devices, being the first to propose a business model for a complete adsorption separation technology solution to meet the flexible needs of different customers; at the same time, the company is actively going abroad to embrace a vast incremental market.

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