研報掘金丨國信證券:維持巨化股份“優於大市”評級,競爭地位不斷增強
國信證券研報指出,巨化股份控股股東股份增持實施完畢,三季度製冷劑長協價格落地。控股股東累計增持公司股份406.65萬股,合計金額爲9996.86萬元,彰顯了控股股東對公司未來長期發展的信心。公司作爲氟化工龍頭,產業鏈佈局完善、成本與配套優勢顯著。製冷劑方面,公司製冷劑配額居國內第一,將直接受益製冷劑長期景氣度提升。含氟聚合物方面,氟化工產品以其獨特的性能,應用領域和市場空間不斷拓展,年需求穩步增長。從公司自身內生效益來看,多年來,公司持續加大氟氯先進化工材料發展,高端化延伸產業鏈,多化工子行業集約協同能力增強,產業結構、產品結構持續優化,核心競爭能力、競爭地位不斷增強。維持“優於大市”評級。
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