研报掘金丨浙商证券：维持联泓新科“买入”评级，多元布局驱动成长

格隆汇08-18

浙商证券研报指出，联泓新科2026H1业绩同比高增，多元布局驱动成长。2026H1归母净利润4.27亿元，同比+165.68%，2026Q2归母净利润2.82亿元，同比+216.09%，环比+94.96%。2026H1光伏材料、功能化学品收入同比高增，树脂产品毛利率明显改善。未来光伏及线缆、鞋材等其他下游应用领域需求总体保持增长，预计未来五年EVA需求年均复合增长率为6.0%，至2030年EVA总...

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