(以下内容从国金证券《建材新材料行业研究:珠光颜料,出海并购正当时》研报附件原文摘录)珠光颜料行业:化妆品+汽车等新消费市场前景可观珠光颜料市场具有小而分散的特点,当前化妆品、汽车及电池等新消费场景提升利润空间,同时行业收并购整合频繁,供给侧加速集中。我们认为,珠光颜料行业当前看点突出,中资企业成为全球领导者的条件正在具备,行业及相关公司值得重新定价。国内涂料珠光颜料下游应用领域构成:涂料占比...
Source Link(以下内容从国金证券《建材新材料行业研究:珠光颜料,出海并购正当时》研报附件原文摘录)珠光颜料行业:化妆品+汽车等新消费市场前景可观珠光颜料市场具有小而分散的特点,当前化妆品、汽车及电池等新消费场景提升利润空间,同时行业收并购整合频繁,供给侧加速集中。我们认为,珠光颜料行业当前看点突出,中资企业成为全球领导者的条件正在具备,行业及相关公司值得重新定价。国内涂料珠光颜料下游应用领域构成:涂料占比...
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