研報掘金丨中銀證券:維持雅克科技“買入”評級,看好電子材料業務持續開拓
中銀證券研報指出,雅克科技(002409.SZ)2024年實現歸母淨利潤8.72億元,同比+50.41%;2025年一季報實現歸母淨利潤2.60億元,同比+5.85%,環比+111.92%。2024年公司以電子材料業務爲核心,以LNG保溫絕熱板材業務爲補充,業績實現穩健增長。根據2024年年報,公司客戶涵蓋京東方、華星光電、惠科、天馬、LG Display等頭部顯示面板廠,2024年公司有數十種光刻膠新品在頭部客戶測試,江蘇先科正性TFT 光刻膠、RGB彩色光刻膠、OC/PS光刻膠等產品均陸續實現量產和客戶交付,進一步奠定公司在顯示面板用光刻膠行業內的領先市場地位。此外,公司LNG保溫絕熱板材業務材料訂單和工程安裝訂單數量大幅增加。看好公司電子材料業務持續開拓,維持“買入”評級。
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