中邮证券给予璞泰来增持评级负极业务有望否极泰来膜业务板块逐步壮大

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中邮证券04月17日发布研报称，给予璞泰来（603659.SH，最新价：18.92元）增持评级。评级理由主要包括：1）事件：璞泰来披露2023年年报和2024年一季报；2）过往业绩中负极业务承压，2024年有望迎来边际改善。风险提示：下游需求不及预期；原材料价格波动风险；市场竞争加剧风险；产能投放进度不及预期风险；新产品导入进度不及预期风险。AI点评：璞泰来近一个月获得5份券商研报关注，买入3家，...

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中邮证券给予璞泰来增持评级 负极业务有望否极泰来 膜业务板块逐步壮大

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中邮证券给予璞泰来增持评级负极业务有望否极泰来膜业务板块逐步壮大