研报掘金丨长江证券：维持万华化学“买入”评级，经营质量有望持续改善

格隆汇2025-07-25

长江证券研报指出，MDI具备上涨潜力，石化盈利处于修复通道。2025年万华化学计划投资252.4亿元，整体投资规模有明显缩减，随着经营业绩的稳健释放，公司或将迎来现金流的持续改善。公司采取“聚焦”“经营”的战略，夯实优势的稳健投资，促进公司冬去春来，持续向好。公司聚氨酯龙头地位突出，行业布局超前，石化业务逐步贡献，多点开花的化工新材料成长性十足，竞争力持续增强，公司经营质量有望持续改善。预计公司...

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