华安证券给予万华化学买入评级一季度业绩环比改善新产能落地持续成长

每日经济新闻04-20

华安证券04月19日发布研报称，给予万华化学（600309.SH，最新价：86.55元）买入评级。评级理由主要包括：1）2024Q1主营产品产销量提升，毛利率及业绩稳步改善；2）以旧换新政策叠加美国降息预期，MDI需求未来有望改善；3）聚氨酯+新材料产能逐步落地，未来业绩成长可期。风险提示：项目建设进度不及预期的风险；项目审批进度不及预期的风险；原材料价格大幅波动的风险；产品价格大幅下跌的风险。...

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华安证券给予万华化学买入评级 一季度业绩环比改善 新产能落地持续成长

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华安证券给予万华化学买入评级一季度业绩环比改善新产能落地持续成长