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A股異動 | 中科電氣(300035.SZ)再創新高 近一個月股價翻倍
格隆匯 06-09 13:47
格隆匯6月9日丨中科電氣(300035.SZ)盤中一度大漲逾12%,高見20.34元創歷史新高價,近一個月股價翻倍,總市值達130億元。目前公司已經形成湖南、四川、貴州全國三大產能基地,負極材料板塊已成為公司戰略發展業務。華創證券預計2025年全球負極材料市場空間為457億元,複合增長率為25.2%。預計三季度產能密集釋放後公司21年末負極材料產能預計將達10.2萬噸,進入第一梯隊。該行判斷,隨着21年末至22年初公司產能不斷釋放、石墨化產能佈局完善,公司單噸盈利能力有望穩步提升。

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