研報掘金丨中郵證券:首予江海股份“買入”評級,積極佈局三大電容器用關鍵材料工藝
中郵證券研報指出,江海股份積極佈局三大電容器用關鍵材料的技術工藝,延伸鋁電解電容器產業鏈。業務持續穩定發展,薄膜電容器、超級電容器即將發力。鋁電解電容器是公司業務和發展支柱,除新能源外,在消費電子、電動汽車和充電樁等應用領域實現增長,展現了公司產品競爭力,並且拓展了應用場景和用户,固態疊層高分子電容器在多家戰略客户通過認定,固液混合電容器在汽車領域實現突破,有望實現50%以上增長。在高壓大型鋁電解電容器、高性能電極箔等領域和日本公司合作,車載鋁電解電容器和日本ELNA公司合作,在電動汽車專用薄膜電容器模組、車載軸向引線電容器及高分子固體鋁電解電容器和KEMET公司合作,在超級電容器方面與中科院上海硅酸鹽所、與華南理工大學N型高分子導電聚合物在固態電容器應用的研發合作,與西安交通大學共建了高端電容器技術創新中心,為公司快速提升技術水平,佔領更高端市場創造了難得的機遇。首次覆蓋給予“買入”評級。
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