研报掘金丨东吴证券：首予仕净科技“增持”评级，光伏配套+制造双轮驱动

格隆汇2025-08-05

东吴证券研报指出，仕净科技光伏配套+制造双轮驱动，拓展多元业务板块。公司凭品牌、技术、成本优势巩固光伏电池制程废气治理设备龙头地位受益于新技术路线&一体化品类扩张带动公司单位价值量提升，在手订单充裕。设备端：根据订单释放节奏，预计2025年配套设备订单同比修复，随下游扩张后续稳健增长，制程污染防控设备/末端污染治理设备毛利率有望修复回升。光伏电池片：随着产能爬坡收入提升，行业出清中先进产能更具优势...

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