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研報掘金丨國泰君安:萬華化學成長性較強,維持“增持”評級
國泰君安研報指出,我國11月MDI外需同比下降但內需有望持續好轉,考慮到萬華化學(600309.SH)成長性較強,維持增持評級。截止1月7日,聚合MDI 市場價格15350元/噸,處於近一年中樞位置,預計價格短期震盪。據悉,公司POE產線預計於2024年投產,目前已開發有兩款產品用於光伏領域。此外,聚氨酯、石化及新材料佈局眾多,成長可期。
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