研報掘金丨浙商證券:新宙邦增資江西石磊氟材料,維持“買入”評級
浙商證券研報指出,新宙邦(300037.SZ)擬對江西石磊氟材料有限責任公司增資約3.52億元,標的公司將成為共同控制的合營企業。江西石磊所在地擁有豐富的螢石礦和氯鹼資源,股東石磊集團擁有的青龍山螢石礦其保有礦石儲量約340萬噸,礦物量約160萬噸,目前江西石磊已與石磊集團簽訂了螢石精粉的長期供應協議。此外據鑫欏資訊統計,2023年全球六氟磷酸鋰有效產能約36萬噸,公司市佔率約4.2%,處於行業第二梯隊,隨着後續產能擴張市佔率有望進一步提升。公司是平台型電子化學品龍頭,此次增資完成後,公司兼具氟化工確定性成長和電解液復甦高彈性。維持“買入”評級。
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