A股異動丨東材科技拉昇升超5%,機構稱其材料端進展被市場低估
格隆匯7月27日丨東材科技(601208.SH)盤中拉昇一度升超5%至14.25元。天風電新稱7月26日更新追蹤複合集流體,其中對東材科技的更新指出:一是認為市場低估其材料端的進展;二是所有人都在聚焦設備、材料,忽略了未來彈性更大的上游基膜。天風電新稱,東材科技的PP銅箔已實現批量送樣,實現了彎道超車,躋身行業第一梯隊。目前已向頭部幾家大廠送樣(小卷),值得重點關注的是東材在新能源車薄膜層面就和B公司有深度合作,而近期對C送樣客户端也有反饋。天風電新還強調關注基膜價格彈性,預計行業或在複合集流體應用快速突破情形下面臨基膜供不應求。

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