研報掘金丨華泰證券:巨化股份加快佈局四代製冷劑,維持“買入”評級
華泰證券研報指出,巨化股份(600160.SH)2月18日發佈子公司甘肅巨化氟氯新材料一體化項目(以下稱“氟氯新材料項目”或“該項目”)可研報告,內容包括建設年產3.5萬噸R1234yf、年產3萬噸PTFE、年產1 萬噸FEP等。公司加快佈局四代製冷劑,有利於鞏固公司在國內氟碳化學品的龍頭地位。2024年國內實施三代製冷劑配額政策以來,製冷劑景氣延續改善,預計公司25-26年歸母淨利潤爲35/45億元,維持“買入”評級。
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