东吴证券：六氟价格超跌触底反弹龙头具备盈利弹性

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东吴证券发布研究报告称，六氟价格跌破上轮价格低点，散单报价已跌破6万元/吨，二线六氟厂商基本亏损。该行表示考虑六氟价格超跌，跌至二线六氟厂现金成本线，龙头均有一定挺价意愿，边际供给收缩有望带来价格弹性，六氟价格有望反弹至7万元/吨左右，首推成本优势明显，且龙头地位稳固的天赐材料(002709.SZ)，其次看好价格反弹后盈利弹性可观的二线龙头，关注多氟多(002407.SZ)、天际股份(002759...

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东吴证券：六氟价格超跌触底反弹 龙头具备盈利弹性

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东吴证券：六氟价格超跌触底反弹龙头具备盈利弹性