研報掘金丨西部證券:華秦科技核心隱身材料業務具備稀缺性,予“增持”評級
格隆匯8月9日丨西部證券8日研報指出,華秦科技(688281.SH)核心隱身材料業務具備稀缺性,同時不斷通過外延拓建優化產業佈局,盈利能力不斷增強,首次評級,給予“增持”評級。隱身材料業務稀缺性突出。公司是目前國內極少數能夠全面覆蓋常温、中温和高温隱身材料設計、研發和生產的高新技術企業,尤其在中高温隱身材料領域技術優勢明顯,產業化成果突出,已形成耐温隱身塗層材料、防腐隱身塗層材料等多系列產品,且在多軍種、多型號裝備實現裝機應用。控股子公司專注陶瓷基複合材料,公司戰略佈局進一步深化。陶瓷基複合材料前景廣闊,是下一代航空器重點潛在材料之一,有望為企業提供新型盈利增長點。
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