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研報掘金丨華鑫證券:耐普礦機未來發展值得期待,維持“買入”評級

華鑫證券日前研報指出,耐普礦機合同訂單穩步推進,參股礦山值得期待。公司已成功研發全球首創的鍛造工藝複合襯板,在硬度、耐磨性、耐衝擊、耐腐蝕等方面均較傳統鑄造鉻鉬鋼有顯著提升。鍛造工藝複合襯板能夠有效補充公司在筒體市場空白,預計帶動耐普訂單增長,並進一步鞏固其在礦山設備供應領域的地位。短期看核心主業的穩健增長將逐步消化新增折舊帶來的壓力;長期看向上遊銅礦資源的戰略延伸則爲公司開啓了第二成長曲線,未來發展值得期待,維持“買入”投資評級。

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