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中信證券:政策+原材料雙重利好 看好中硼硅制瓶市場領先企業
中信證券研報表示,中硼硅玻璃:產品優勢明顯,國內市場空間可觀;行業特性:管制瓶為主戰場,國產拉管良率仍低;發展機遇:下游政策利好頭部黏性,上游中長期“內卷”降低採購成本。總體而言,行業政策持續推進後中硼硅玻璃滲透疊加上游成本壓力減小下,中硼硅龍頭企業與藥企黏性加強,優勢凸顯,規模化效益逐步提升,我們看好中硼硅制瓶市場領先企業,建議關注全產業鏈佈局頭部公司。
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