简介:芳纶纸市占率全球第二。公司深耕芳纶纸市场多年,近几年经营业绩呈高速增长态势。公司主要产品芳纶纸具有高强度、耐高温、本质阻燃、绝缘、抗腐蚀、耐辐射等诸多特性,广泛应用于电力电气、航空航天、轨道交通、新能源、电子通讯等重要领域。目前,全球芳纶纸市场的主要市场份额被美国杜邦公司占据,民士达紧随其后,其他公司市场占有率占比较小,具备很大提升空间。核心投资逻辑:(1)芳纶纸市占率全球第二,仅次于美国...
Source Link简介:芳纶纸市占率全球第二。公司深耕芳纶纸市场多年,近几年经营业绩呈高速增长态势。公司主要产品芳纶纸具有高强度、耐高温、本质阻燃、绝缘、抗腐蚀、耐辐射等诸多特性,广泛应用于电力电气、航空航天、轨道交通、新能源、电子通讯等重要领域。目前,全球芳纶纸市场的主要市场份额被美国杜邦公司占据,民士达紧随其后,其他公司市场占有率占比较小,具备很大提升空间。核心投资逻辑:(1)芳纶纸市占率全球第二,仅次于美国...
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