华安证券给予瑞丰新材“买入”评级:产销放量盈利同环比提升,海外布局提升全球竞争力
Sou Hu Cai Jing·2025-10-30 11:56

Group 1 - Huazhong Securities issued a report on October 30, giving Ruifeng New Materials (300910.SZ, latest price: 54.7 yuan) a "buy" rating [1] - The reasons for the rating include accelerated domestic import substitution and increased demand for lubricant additives [1] - The establishment of a joint venture in Saudi Arabia to build an overseas base enhances global competitiveness [1] Group 2 - The report highlights potential risks such as the inability to pass composite product certification and significant fluctuations in product and raw material prices [1] - Additional risks include unexpected capacity expansion in the industry leading to intensified competition, large exchange rate fluctuations, and changes in international policies [1]