研報掘金丨國金證券:首予中材科技“買入”評級,目標價19.76元
國金證券研報指出,取業績預告中值,2024年中材科技(002080.SZ)歸母淨利爲7.92億元。看好公司Low-Dk產品技術實力,行業整體供需偏緊,關注二代低介電滲透率提升空間及節奏;玻纖需求端結構性回溫,風電紗迎量價齊升,供給端25H2 後新增產能預計邊際向下;關注風電葉片行業的積極變化。預計公司2024-2026 年歸母淨利潤分別爲7.95、15.79 和20.13億元,現價對應動態PE 分別爲31x、16x、12x,給以2025 年21倍估值,目標價19.76元,首次覆蓋,給予公司“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.