研报掘金丨开源证券：维持三友化工“买入”评级，电子化学品新项目打开新成长空间

格隆汇07-21

开源证券研报指出，三友化工为粘胶短纤、有机硅行业双龙头，电子化学品新项目打开新成长空间。公司正大力实施向海洋转身、向绿色转型、向高质量转变“三转”战略，着力构建“三链一群”产业布局。截至2025年底，公司拥有纯碱、粘胶短纤维、PVC、烧碱、有机硅单体年产能分别达到340万吨、80万吨、52.5万吨、62.8万吨、40万吨，是国内多个细分领域的龙头企业。公司两碱一化循环经济生产成本优势凸显、未来依托...

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