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中材科技 - 三驾马车齐发力
2025-11-18 09:41
November 17, 2025 01:18 AM GMT Sinoma Science & Technology | Asia Pacific Firing on Three Cylinders We view Sinoma S&T as solidly positioned and expect tailwinds in three core business segments (wind blade, battery separator, and special electronic fabrics). We highlight the fundamental turnaround of its battery separator business, fueled by the robust ESS demand growth outlook in China. OW. Potential business turnaround of separator business underpinned by promising Energy Storage System outlook in China: ...