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研報掘金丨華西證券:衞星化學新材料項目將提供新增量,維持 “增持”評級

華西證券研報指出,衞星化學(688295.SH)日前公吿擬收購嘉宏新材100%股權,交易金額為15.24億元。交易完成後,能進一步發揮公司產業鏈一體化的優勢,並減少控股股東與上市公司之間的關聯交易,避免潛在同業競爭;有利於推進實施公司整體戰略規劃,完善公司C3產業鏈產品結構,同時形成公司環氧丙烷與環氧乙烷兩大產品互補,延伸下游環氧衍生物高端化學品產業鏈。公司作為輕烴產業鏈龍頭,產能處於國內領先地位,隨着產品價格逐漸回暖,原材料價格下降,公司業績有望持續恢復;同時新材料項目將為公司業績提供新增量,維持 “增持”評級。

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