民生证券给予彤程新材推荐评级，2024年中报点评：橡胶助剂景气延续带动业绩高增，光刻胶加速放量

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民生证券08月24日发布研报称，给予彤程新材（603650.SH）推荐评级。评级理由主要包括：1）市场复苏拉动需求增长，Q2营收与利润稳步提升；2）半导体光刻胶销售猛增，显示面板光刻胶市场份额居首；3）轮胎用树脂销量大幅增长，国内外市场齐头并进。风险提示：产品价格波动风险，下游需求不及预期，技术迭代风险等。文章来源：每日经济新闻原标题：民生证券给予彤程新材推荐评级，2024年中报点评：橡胶助剂景气...

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