研報掘金丨中金:維持中材科技“跑贏行業”評級 目標價17.7元
中金公司研報指出,近期市場持續關注中材科技(002080.SZ)高端電子紗產品,認爲應看到公司作爲高端電子紗綜合供應商,其技術儲備和產線配備方面領先於同行的能力。除了AI推動PCB產業鏈升級帶動Low-Dk電子布需求增長以外,低膨脹紗在先進芯片封裝驅動下需求有望提振,爲公司再添增長極。中材科技具備明顯優勢:公司公告將投資14億元用於年產3500萬米特種玻纖布項目,新產線具備生產二代電子布、低膨脹紗等高附加值產品的能力。維持“跑贏行業”評級及目標價17.7元。
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