研報掘金丨上海證券:首予僑源股份“買入”評級,看好公司新成長
上海證券研報指出,僑源股份(301286.SZ)擁有西南地區最大的全液態空分氣體生產線,在原有都江堰、汶川兩大生產基地的基礎上,又相繼建設眉山、金堂、德陽三大生產基地(目前眉山基地、金堂基地已進入正式生產狀態、德陽基地處於在建狀態)。在三大生產基地完全投入使用後,在四川地區具備強有力的液體的生產能力,為西部地區的冶金、石化、機械、醫療、電子、新能源、新材料等眾多行業用户提供工業氣體。基於對公司及工業氣體行業分析,並參考公司2025年1月發佈的限制性股票激勵計劃公吿指引,看好公司新成長。首次覆蓋,給予“買入”評級。
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