民生证券给予聚和材料推荐评级，2024年年报及2025年一季报点评：N型浆料优势显著，持续推进铜浆导入

每日经济新闻2025-04-29

民生证券04月29日发布研报称，给予聚和材料（688503.SH，最新价：31.5元）推荐评级。评级理由主要包括：1）银浆出货小幅增长，N型浆料优势显著；2）光伏铜浆有望加速导入，助力行业无银化；3）非光伏导电浆料业务稳步发展；风险提示：下游需求不及预期，市场竞争加剧，铜浆导入不及预期等。AI点评：聚和材料近一个月获得2份券商研报关注，买入2家。文章来源：每日经济新闻原标题：民生证券给予聚和材料...

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