东吴证券给予广信科技买入评级，特高压绝缘材料龙头，行业高景气推动量利双升

Group 1 - The core viewpoint of the report is that Guangxin Technology (920037.SH) is rated as a "buy" due to its strong position in the insulation fiber materials sector, which is experiencing tight supply and rising profitability [2] - The downstream demand for insulation materials is expected to explode, indicating a golden development period for the insulation materials industry [2] - The company has established a competitive moat through cost and technological advantages, with capacity expansion supporting rapid growth [2]