港股異動 | 環球新材國際(6616.HK)升近7% 進軍鋰電隔膜賽道
格隆匯11月29日丨珠光顏料巨頭環球新材國際(6616.HK)逆勢拉昇漲近7%,報6.57港元,總市值78億港元。近期,公司已經開始向新能源賽道進軍,並獲得了包括中信建投及安信國際等在內的頭部券商的覆蓋和關注。公司預計,如果研發順利,以合成雲母為基材的隔膜材料將在2022年推向市場,目前已經進入聯合測試階段。據悉,隔膜是新能源電池核心組件中具備較高資金與技術壁壘的一環,當前國內隔膜市場規模在30億元以上,平均毛利率超過40%。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.