研報掘金丨華泰證券:維持昊華科技“買入”評級,預計25-26年業績仍有增長空間
華泰證券研報指出,昊華科技(600378.SH)作為中國中化旗下新材料平台型公司,國企改革深化推進背景下,公司長期投資價值亦有望凸顯。受益於製冷劑景氣向上預計公司業績有望環比改善,上調業績預期。認為當前行業擴產臨近尾聲,伴隨25年之後下游鋰電、電子電器等國內外終端需求復甦,價格有望穩步抬升。考慮藍天製冷劑景氣貢獻以及未來公司重點項目相繼落地,預計25-26年業績仍有增長空間。維持“買入”評級。
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