研报掘金丨东吴证券：维持福斯特“买入”评级，胶膜涨价修复盈利

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东吴证券研报指出，福斯特胶膜涨价修复盈利，感光干膜高端突破加速。公司25年营收154.9亿元，同-19.1%，归母净利润7.7亿元，同-41.1%。26Q1看，因上游粒子涨价，在3月胶膜连续3次提价，公司具备低价库存优势，毛利率将明显修复。26年公司计划进一步加大高端客户渗透，预计出货量增长或将达50%+。功能膜材料(铝塑膜)25年实现营收约1.4亿元，销量达0.15亿平，同+12.6%。公司计划...

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