研报掘金丨国海证券：维持阳谷华泰“买入”评级，积极推进波米科技收购事项

格隆汇2025-09-11

国海证券研报指出，阳谷华泰上半年实现归母净利润1.27亿元，同比减少8.43%；Q2实现归母净利润为0.65亿元，同比+12.06%，环比+3.09%。积极推进波米科技收购事项，向电子化学品领域的延伸。经过持续多年的研发投入，公司在应用于功率半导体器件制造、半导体先进封装和液晶取向剂的聚酰亚胺材料领域取得重大突破，技术、产品实现了“三级跳”，产品固化温度进阶：高温→低温→超低温。此外，波米量产...

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