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研報掘金丨湘財證券:維持巨化股份“增持”評級,有望充分受益於製冷劑較高的盈利能力
格隆匯 02-25 15:37

湘財證券研報指出,巨化股份(600160.SH)是氟化工龍頭企業,擁有完整的氟化工產業鏈。在含氟製冷劑方面,製冷劑供給端受到配額政策約束,在家電以舊換新、全球氣候變暖等因素影響下,空調等終端需求有望穩中有增,製冷劑有望維持供需偏緊格局。公司作為製冷劑龍頭企業,有望充分受益於製冷劑較高的盈利能力。本次甘肅巨化擬實施的高性能氟氯新材料一體化項目,利用西部地區能源資源優勢佈局氟化工產業,進一步拓展公司未來發展空間。考慮到項目存在一定的建設期,短期內無法產生效益,但項目導致的債務資金的增加或對公司短期內的經營業績造成一定影響。維持“增持”評級。

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