金博股份获东吴证券买入评级，看好碳基复合材料平台化布局

金融界04-30

4月30日，金博股份获东吴证券买入评级，近一个月金博股份获得2份研报关注。研报预计2024-2025年归母净利润为2.6（原值8.1）/3.6（原值11.9）亿元，预计2026年归母净利润为4.5亿元。研报认为，热场价格回升&原材料碳纤维降价，利润边际有望改善。长期看好碳基复合材料龙头平台化布局，包括锂电负极、碳陶刹车盘、半导体热场和氢能等领域的布局。风险提示：下游扩产不及预期，新品拓展不及预期。

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