研報掘金丨國信證券:予東材科技“買入”評級,加速推進“1+3”發展戰略落地
國信證券研報指出,預計東材科技(601208.SH)2023-2025年歸母淨利潤分別達到4.10/6.35/7.85億元,每股收益0.45/0.69/0.86元/股。該行認為公司正在加速推進“1+3”發展戰略落地,通過光學膜及電子材料放量,助力業績快速增長。給予公司“買入”評級。未來,公司將聚焦科技前沿領域,實現產業升級。公司光學膜業務在國內具有重要地位,並正在完善產業佈局。儘管消費電子行業景氣疲弱,但已表現出復甦跡象。技術升級和PCB板應用範圍的擴展,支撐電子樹脂業務擴張,並有助於風電上游材料的技術革新。新能源材料業務快速發展,產品已廣泛應用於清潔能源領域。此外,東材科技作為國內絕緣材料製造龍頭拓展至光學膜、電子材料等領域,並逐步發展為化工新材料領域的平台型公司。
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