华源证券发布能之光研报:高分子助剂“小巨人”企业,扩产能布局功能高分子材料
Mei Ri Jing Ji Xin Wen·2025-08-12 10:00
Group 1 - The core viewpoint of the report is that Nengzhiguang (920056.SH) is expected to generate 94.2% of its total revenue from polymer additives in 2024, indicating a strong market position with leading global clients such as LG and BASF [1] - The polymer additives industry is experiencing rapid growth, driven by strong downstream demand [1] - The report suggests investors pay attention to the stock, indicating a positive outlook for the company [1]