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研報掘金丨德邦證券:新鳳鳴利潤有望持續增厚,首予“買入”評級
格隆匯 03-04 16:56

德邦證券研報指出,據測算2025-2026年我國滌綸長絲預計分別存在供需缺口29/74萬噸,格局長期向好。目前新鳳鳴(603225.SH)是國內滌綸長絲規模最大的織造企業之一,預計2025年再投產兩套裝置,合計新增產能65 萬噸,進一步鞏固規模優勢。此外,公司產品佈局圍繞“兩洲兩湖”四大基地展開,具備顯著的集羣效應,在能源利用、物流運輸等方面優勢明顯。伴隨滌綸長絲行業景氣修復以及中鴻新材料新增產能的釋放,公司利潤有望持續增厚。首次覆蓋,給予“買入”評級。

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