民生证券给予沧州大化推荐评级，首次覆盖报告：旧貌换新颜，TDI和PC两大核心产品再突破

每日经济新闻08-07

民生证券08月07日发布研报称，给予沧州大化（600230.SH，最新价：10.7元）推荐评级。评级理由主要包括：1）沧州大化是老牌聚氨酯原料企业，以光气化平台为核心，目前拥有TDI和PC两大核心产品；2）TDI行业格局供应端明显优化，公司扩产优化或将显著提升产品竞争力；3）PC行业供需平衡预计快速修复，公司PC粉料和硅共聚PC竞争力较强。风险提示：1）TDI行业需求增长不及预期的风险；2）PC新...

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