产能过剩是行业最大问题。海正生材(688203.SH)曾突破国外企业在聚乳酸领域对中国的技术封锁,2022年8月在科创板上市,当时头顶生物可降解材料(聚乳酸PLA)一哥的光环,没曾想,上市就是高光时刻,上市第一天就是股价最高的一天。2022年上市当年也是利润最好的一年,2023年、2024年、2025年Q1的归母净利润逐年减少,分别同比下滑7.41%、18.47%、97.45%。(wind数据)...
Source LinkDisclaimer: 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.