中邮证券给予索通发展买入评级阳极盈利恢复出口份额提升

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中邮证券08月27日发布研报称，给予索通发展（603612.SH，最新价：10.19元）买入评级。评级理由主要包括：1）量:阳极产销量稳步增长，出口份额大增；2）本：石油焦价格下降带动盈利改善；3）利：阳极盈利恢复稳定；4）计提公允价值损失0.85亿元，资产减值损失大幅收窄；5）在建项目稳步推进。（1。风险提示：价格波动风险；项目进度不及预期风险；下游需求不及预期风险模型假设与实际不符；政策超预期...

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中邮证券给予索通发展买入评级 阳极盈利恢复 出口份额提升

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中邮证券给予索通发展买入评级阳极盈利恢复出口份额提升