金博股份获中泰证券买入评级，业绩有所承压，平台化布局碳基材料有望放量

金融界05-09

5月9日，金博股份获中泰证券买入评级，近一个月金博股份获得3份研报关注。研报预计24-26年实现归母净利润分别为2.8/3.3/4.1亿元，同比增长37%/18%/27%。研报认为，光伏热场业务受供需以及竞争影响有所承压，预计后续逐步改善。公司作为龙头有望受益，热场价格有望逐步回升，叠加原材料碳纤维价格预期下滑以及公司持续降本增加，光伏热场边际盈利有望修复。碳基复合材料平台化布局，多领域应用打开...

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