锂电功能辅材
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研报掘金丨中邮证券:维持鼎龙股份“买入”评级,拟收购皓飞新材切入锂电功能辅材新赛道
Ge Long Hui A P P· 2026-02-04 06:54
Group 1 - The core viewpoint of the article is that Dinglong Co., Ltd. plans to acquire 70% of Haofei New Materials for 630 million yuan, marking its entry into the lithium battery functional materials sector [1] - The semiconductor and display materials business of the company is experiencing strong growth [1] - The company expects to achieve a net profit attributable to shareholders of 700-730 million yuan in 2025, representing a year-on-year growth of approximately 34.44%-40.20% [1] Group 2 - The acquisition will allow Haofei New Materials to become a subsidiary and be included in the consolidated financial statements of Dinglong [1] - The lithium battery materials market has seen robust growth due to demand from downstream industries such as new energy vehicles and energy storage [1] - The company maintains a "buy" rating following this strategic move [1]