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研報掘金丨西部證券:維持華峯鋁業“買入”評級,高增長無憂+護城河加固
格隆匯 02-21 15:59

西部證券研報指出,華峯鋁業(601702.SH)將年產15 萬噸新能源汽車用高端鋁板帶箔項目變更爲年產45萬噸新能源汽車用高端鋁板帶箔智能化建設項目。認爲對於本就處境艱難的鋁加工企業來說(產能過剩),投資規模較大的熱軋環節是核心壁壘,公司這一次擴產,一方面解決了產能瓶頸、高增長無憂;更重要的是將壁壘和護城河進一步加固,彰顯出對行業深刻理解。維持“買入”評級。

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