【光大证券:有机硅下游需求稳步增长 行业供需格局有望好转】 光大证券研报称,随着光伏、新能源汽车等领域的快速增长,对应有机硅材料的需求也将迅速提升。同时,考虑到光伏、新能源汽车等产品迭代对于材料性能要求的提升,其对于高端有机硅材料的需求也将同步增长,进而进一步拓宽有机硅材料在这些新兴领域的市场空间。建议关注有机硅生产端合盛硅业、兴发集团、新安股份、三友化工、东岳硅材等;有机硅应用端回天新材、硅宝科技等。

金融界
24 Mar
光大证券研报称,随着光伏、新能源汽车等领域的快速增长,对应有机硅材料的需求也将迅速提升。同时,考虑到光伏、新能源汽车等产品迭代对于材料性能要求的提升,其对于高端有机硅材料的需求也将同步增长,进而进一步拓宽有机硅材料在这些新兴领域的市场空间。建议关注有机硅生产端合盛硅业兴发集团新安股份三友化工东岳硅材等;有机硅应用端回天新材硅宝科技等。

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