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研報掘金丨國盛證券:首予中鎢高新“買入”評級,有望充分受益於鎢價上行週期
格隆匯 06-30 14:31

國盛證券日前研報指出,中鎢高新是五礦集團旗下鎢產業平台,現完成“鎢鎢礦-粉末-合金-刀具”全產業鏈佈局,各環節產能規模均位於全球領先水平,柿竹園注入後補齊資源短板,副產螢石、鉍、鉬等產品貢獻非鎢業績。未來看,柿竹園鎢礦擴產項目穩步推進,公司託管的剩餘4 家鎢礦靜待注入,公司有望充分受益於鎢價上行;PCB 微鑽業務貢獻深加工重要業績增長點。看好鎢品消費穩健增長。“鎢資源品偏緊”“鎢需求複復””語境下,鎢價有望延續穩健上行。公司資源+深加工兩端發力構築產業護城河,有望充分受益於鎢價上行週期。首次覆蓋給予“買入”評級。

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