研报掘金丨浙商证券：维持博迁新材“买入”评级，金属粉体材料项目持续扩产

格隆汇07-28

浙商证券研报指出，供不应求，博迁新材金属粉体材料项目持续扩产。计划投资约2亿元用于纳米金属镍粉精细化分级扩产项目/200nm及以下镍粉精细分级扩产项目/年产600吨超细金属粉体材料项目。另有4700万用于铜粉制备升级改造项目。在MLCC镍粉及光伏级铜粉下游需求放量的背景下，公司持续扩产以应对新增订单。基于公司全球领先的PVD粉体技术，有望充分受益于电子元器件小型化的行业趋势。与此同时，公司积极拓展...

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