西南证券给予南京聚隆“买入”评级 2025年三季报点评：中国改性塑料领域代表性企业，积极切入新兴赛道

Group 1 - The core viewpoint of the report is that Nanjing Julong (300644.SZ) is rated as "Buy" with a target price of 42.90 yuan, driven by the high potential of the modified plastics industry and its shift towards high-end domestic alternatives [1] - The modified plastics industry is expected to have broad application scenarios in the future, particularly in high-performance modified plastics [1] - Nanjing Julong is actively entering emerging sectors such as robotics, aerospace, and low-altitude economy, indicating a strategy of diversified and collaborative development [1]