A股異動 | 海優新材實現七連漲 卡位光伏賽道 營收實現翻倍
格隆匯8月26日丨海優新材(8680.SH)今早盤中一度漲至11.9%至281.99元,總市值為236億元,卡位光伏賽道實現七日連漲,收入高增118.47%至12.09億元。公司於8月19日公佈業績,上半年歸母淨利潤0.79%,同比增長40.71%,扣非歸母淨利潤為0.80億元,同比增長42.69%。公司上半年的泰州基地順利投產。東方證券稱公司注重光伏膠膜等技術研發投入,產能穩步提升。隨着下游需求復甦,且公司將持續受益於碳中和背景下光伏廣闊的成長空間,預計下半年公司盈利增加,維持“買入”評級。

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