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研報掘金丨長江證券:恩捷股份海外業務在持續放量,美國基地落地節奏加速

長江證券研報指出,就2023全年來看,恩捷股份(002812.SZ)隔膜出貨同比略有增長。海外業務在持續放量,直接出口收入20.2億元,同比增長51.5%。展望來看,公司出貨結構仍在持續優化,考慮海外客户拓展和基地放量,其中匈牙利基地年底完成認證量產,美國基地落地節奏加速,今年海外佔比有望逐步抬升,對出貨和盈利形成支撐。此外,公司依靠規模化優勢、在線塗覆差異化降本和持續研發投入及技術儲備維持相對優勢盈利和行業龍頭地位。繼續推薦。

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