中伟新材冲刺港股!高增长掩盖结构性风险,业绩"变脸"概率高

新浪财经
Oct 23

主营业务与商业模式:垂直一体化布局下的产品结构失衡中伟新材作为全球新能源电池材料头部企业,构建了"矿产资源-冶炼-材料生产-回收"的垂直一体化产业链,2024年镍系pCAM全球市占率达21.8%,连续五年保持出货量第一。公司在印尼、中国、摩洛哥设有10个生产基地,海外收入占比从2024年的44.5%提升至2025年上半年的50.6%,全球化布局成效显著。但业务结构呈现明显失衡:核心产品镍系材料收入...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10