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港股異動 | 環球新材國際(6616.HK)由跌轉漲至超8% 大幅震盪21%
格隆匯 08-18 15:27
格隆匯8月18日丨中國頭部珠光顏料製造商環球新材國際(6616.HK)現漲超8%,早盤一度大跌9%,全天大幅震盪21%。現報5.79港元,總市值69億港元。基於公司在珠光顏料行業的競爭優勢,安信國際認為環球新材國際未來仍將保持高速成長,受益於公司在合成雲母技術的領先優勢以及在高端領域的客户網絡,高端產品增速將更高。未來隨着二期產能的逐步落地,2022年之後將實現放量增長。首次覆蓋給予“買入”評級及目標價9.06港元。按2020年收益計,公司為全球第四大珠光顏料生產商,是中國市佔率最高的珠光顏料生產商。

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