华龙证券给予博迁新材增持评级，点评报告：高端MLCC镍粉放量，光伏无银化加速推进

每日经济新闻2025-03-02

华龙证券03月02日发布研报称，给予博迁新材（605376.SH，最新价：39.87元）增持评级。评级理由主要包括：1）高端MLCC镍粉放量，高毛利产品占比有望提升；2）光伏无银化加速推进，有望打开成长空间。风险提示：行业政策变动风险；下游需求变动风险；行业竞争加剧；技术进步不及预期；原材料价格波动风险；确认收入节奏不及预期的风险。AI点评：博迁新材近一个月获得1份券商研报关注，买入1家。（文章...

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