国盛证券日前研报指出，中钨高新是五矿集团旗下钨产业平台，现完成“钨钨矿-粉末-合金-刀具”全产业链布局，各环节产能规模均位于全球领先水平，柿竹园注入后补齐资源短板，副产萤石、铋、钼等产品贡献非钨业绩。未来看，柿竹园钨矿扩产项目稳步推进，公司托管的剩余4 家钨矿静待注入，公司有望充分受益于钨价上行；PCB 微钻业务贡献深加工重要业绩增长点。看好钨品消费稳健增长。“钨资源品偏紧”“钨需求复复””语境下，钨价有望延续稳健上行。公司资源+深加工两端发力构筑产业护城河，有望充分受益于钨价上行周期。首次覆盖给予“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.