中邮证券给予万华化学买入评级，聚氨酯销量持续增长，逆市扩张弹性可期

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中邮证券04月25日发布研报称，给予万华化学（600309.SH，最新价：84.06元）买入评级。评级理由主要包括：1）聚氨酯、精细化学及新材料销量增长驱动营收增长；2）24Q1部分原材料价格下降，整体盈利能力微增；3）受让股权成为安纳达第一大股东，电池产业链进一步完善。风险提示：项目建设不及预期风险；需求不及预期风险;竞争格局恶化风险。AI点评：万华化学近一个月获得10份券商研报关注，买入10家...

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