研報掘金丨中銀證券:北新建材盈利能力穩中有升,維持“買入”評級
中銀證券22日研報指出,北新建材(000786.SZ)上半年業績穩步增長,現金流表現較好;盈利能力穩中有升,費用管理能力增強。維持公司買入評級。公司堅持聚焦石膏板主業,做優做大石膏板和“石膏板+”業務,實現工業品向消費品轉型;加速拓展防水業務,搶抓行業新規帶來的增量機遇,加強優質客户渠道開拓;加快推進塗料業務,做大建築塗料,做強工業塗料。公司國際業務佈局穩步推進。
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