研報掘金丨長城證券:維持龍佰集團“買入”評級,有望憑藉自身競爭優勢逐步擴大市場份額
長城證券研報指出,龍佰集團(002601.SZ)業績逐步修復,看好公司鈦白粉行業龍頭地位。隨着國內鈦白粉行業競爭力的提升,未來出口份額有望進一步擴大,國內中小落後產能也將在能耗要求下逐步出清,公司作為擁有技術優勢的鈦白粉龍頭企業有望憑藉自身競爭優勢逐步擴大市場份額。看好公司在中高端海綿鈦領域的佈局以及產能優勢,預計公司海綿鈦板塊將在需求上升中實現業績增長。看好項目的實施與建成,預計其可為公司業績貢獻增量,維持“買入”評級。
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