研報掘金丨光大證券:東方盛虹Q2業績回暖,維持“買入”評級
光大證券14日研報指出,隨着我國經濟運行逐步恢復,煉化行業景氣度已呈現探底回升的趨勢,東方盛虹(000301.SZ)主營產品價差恢復,Q2業績回暖。公司深度佈局下游新材料產業鏈,打開未來成長空間。2023年H1,公司其他石化及化工新材料業務營業收入為399億元,佔營業收入比重為61%,同比增長101%,新材料產品營收大幅增長助力公司整體良好業績的延續。公司打通“煉化-化纖”全產業鏈,積極推進下游新材料產業鏈佈局,成長空間廣闊,因此維持公司“買入”評級。
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