根据Benzinga最新评级动态,瑞穗证券对塞拉尼斯(CE)维持中性投资评级。该评级决策于2025年7月15日格林尼治时间13:39(美东时间09:39)正式发布。
市场观察人士指出,此次评级维持反映该化工巨头当前处于行业转型关键期。特种材料业务增长与醋酸纤维市场波动形成对冲,其近期收购整合项目的产能释放进度将成为关键变量。投资者需密切关注乙烯衍生物价格走势及汽车产业链需求变化,这些因素将直接影响企业下半年盈利弹性。
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