开源证券给予桐昆股份买入评级，公司信息更新报告：Q2业绩符合预期，看好长丝盈利修复

Group 1 - The core viewpoint of the report is that Tongkun Co., Ltd. (601233.SH) is rated as a "buy" due to significant growth in filament sales in Q2 and improved PTA profitability [1] - The report highlights that the upcoming peak season in September and October is expected to enhance profitability, supported by an optimized supply structure that aids long-term profit recovery [1] Group 2 - The report notes that Tongkun's Q2 filament sales saw a substantial increase, indicating strong market demand [1] - It mentions that the profitability of PTA has shown improvement, which is a positive sign for the company's financial health [1]