广钢气体(688548)：国内电子大宗龙头企业加速推进国产替代

开源证券06-21

国内领先的电子大宗气体综合供应商，首次覆盖给予“买入”评级公司是国内电子大宗气体头部企业，现场制气中标订单全国领先。在电子大宗气体领域，公司已与林德气体、液化空气、空气化工三大外资气体公司形成了“1+3”的竞争格局，有望充分受益于电子大宗气体的国产替代。同时，公司积极布局氦气资源，加强电子大宗气体的配套能力，综合竞争力进一步加强。我们预测公司2024-2026 年实现归母净利润为3.47/4.99...

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广钢气体(688548)：国内电子大宗龙头企业 加速推进国产替代

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广钢气体(688548)：国内电子大宗龙头企业加速推进国产替代