东岳集团(00189)反复扬升7.27% 机构指含氟高分子材料利好有望拉升公司业绩

金吾财讯06-04

金吾财讯 | 东岳集团(00189)反复扬升，最新报17.99港元，涨幅7.27%，成交额9.62亿港元。国信证券新近研报披露，英伟达Rubin架构发布，CCL上游材料体系升级。未来聚四氟乙烯(PTFE)由于极低的介电损耗(Df)数值，有望进入M10材料体系。而第一上海此前研究提到，含氟高分子材料受高端领域及锂电需求拉动，呈现强劲复苏。目前，东岳集团公司PTFE年内已顺利完成几轮提价，下游接受度良好；PVDF价格已从去年低位的约4万元/吨大幅回升至5万元/吨以上。有机硅方面，前期产能过剩问题正随行业集体“反内卷”和需求平稳增长逐步消化，产品价格回暖直接带动子公司东岳硅材26Q1归母净利润达到1.94亿元，同比暴增427.0%。随着量价齐升逻辑兑现，这两大板块正从2025年的拖累项，强力转化为2026年业绩增长的重要弹性来源。该机构预测公司2026-2028年的收入分别为162.5亿元/174.7亿元/181.3亿元人民币；净利润分别为23.2亿元/28.1亿元/30.0亿元，给予公司2026年12xPE，目标价19.5港元，较现价有52.1%的上涨空间，维持买入评级。

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The institution refers to the favorable fluorine-containing polymer materials, which is expected to boost the company's performance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00189":1.5},"content_text":"金吾财讯 | 东岳集团(00189)反复扬升，最新报17.99港元，涨幅7.27%，成交额9.62亿港元。国信证券新近研报披露，英伟达Rubin架构发布，CCL上游材料体系升级。未来聚四氟乙烯(PTFE)由于极低的介电损耗(Df)数值，有望进入M10材料体系。而第一上海此前研究提到，含氟高分子材料受高端领域及锂电需求拉动，呈现强劲复苏。目前，东岳集团公司PTFE年内已顺利完成几轮提价，下游接受度良好；PVDF价格已从去年低位的约4万元/吨大幅回升至5万元/吨以上。有机硅方面，前期产能过剩问题正随行业集体“反内卷”和需求平稳增长逐步消化，产品价格回暖直接带动子公司东岳硅材26Q1归母净利润达到1.94亿元，同比暴增427.0%。随着量价齐升逻辑兑现，这两大板块正从2025年的拖累项，强力转化为2026年业绩增长的重要弹性来源。该机构预测公司2026-2028年的收入分别为162.5亿元/174.7亿元/181.3亿元人民币；净利润分别为23.2亿元/28.1亿元/30.0亿元，给予公司2026年12xPE，目标价19.5港元，较现价有52.1%的上涨空间，维持买入评级。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640131727","isCrawlerRequest":true}