研报掘金丨华安证券：维持中化国际“增持”评级，拟收购南通星辰发展迈上新台阶

格隆汇2025-07-29

华安证券研报指出，中化国际拟收购南通星辰，公司发展迈上新台阶。本次交易完成后，上市公司将持有南通星辰100%股权，进一步增强环氧树脂竞争力和发挥工程塑料产业链的协同。当前中化国际环氧树脂产能35万吨，南通星辰16万吨，交易完成后总产能达到51万吨，规模稳居国内第一。同时，南通星辰的环氧树脂及双酚A业务与上市公司的环氧树脂业务在牌号及客户应用互为补充，可增强上市公司的环氧树脂产业链的竞争力，从而发挥...

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