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研报掘金丨中信建投:维持广钢气体“买入”评级,目前在手订单饱满

Research Reports to explore opportunities | China Securities Co.,Ltd.: Maintains a "Buy" rating for Guanggang Gas, currently has a full backlog of Orders.

Gelonghui Finance ·  Dec 24, 2024 16:55  · Ratings

Gelonghui, December 24 | China Securities Co.,Ltd. Research Reports point out that Guanggang Gas (688548.SH) is currently the leader in domestically produced electronic bulk gases and the largest domestic supplier of helium. With the development of integrated circuits and panels, the market size for electronic bulk gases is steadily growing. With mature management experience and advanced technology, the company broke through the domestic panel and integrated circuit markets in 2018 and 2021, becoming the first in the country. Currently, it has a full order book, and new orders are continuously advancing. At the same time, the company has also laid out plans for electronic specialty gases. As the on-site production projects for electronic bulk gases and electronic specialty gases are being implemented, the company is expected to grow rapidly. Maintain a 'Buy' rating.

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