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《大行報告》大和:東岳(00189.HK)新建PVDF項目獲批可消除重大不明朗 重申「買入」評級
阿思達克 12-29 12:07
東岳集團(00189.HK)今早(29日)股價曾抽升8%一度高見13.18元,其後升幅收窄至逾2%。就東岳公布,附屬華夏神舟新建1萬噸/年PVDF(電動車電池材料-聚偏氟乙烯)項目獲批,項目預計於2022年10月份建成投產。大和發表報告表示,由於東岳的PVDF項目最終獲得批准,該行認為該公告是消除了東岳一個重大的不明朗因素。 該行認為,潛在的PVDF替代品,即浙江研一的「Z-ONE」還需要一段時間才能通過與下游客戶的長時間測試來證明其性能。該行維持對東岳「買入」評級。
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