璞泰来经营趋稳，逐步修复可期

长江证券11-18

事件描述璞泰来发布2024Q3财报，收入为35.09亿元，同比下滑9.62%，环比增长6.41%；归母净利润3.81亿元，同比增长17.31%，环比下滑7.83%；扣非净利润3.69亿元，同比增长26.00%，环比增长5.75%。事件评论拆分来看，2024Q3负极材料出货环比略有下降，延续公司优化客户结构的战略，单位盈利预计持平或略有改善。涂覆隔膜出货预计环比持续提升，与行业发展节奏一致，单平...

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