研报掘金丨中邮证券：首予沃特股份“买入”评级，拓展半导体PTFE+精密金属件

格隆汇08-03

中邮证券研报指出，沃特股份是特种高分子平台，拓展半导体PTFE+精密金属件。公司先后完成上海沃特华本半导体、上海沃特华本密封件两家公司100%股权收购并顺利完成业务整合与战略协同，持续夯实半导体材料技术与产品布局。此外，公司联合行业高速线缆企业，开展ePTFE薄膜绕包线对线缆信号传输性能的专项研究，持续完善高端线缆材料技术体系。同时，公司承担的LCP薄膜国家级核心技术攻关项目顺利通过验收，进一步...

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