比扭亏更重要的是押对铁法工艺,彩客新能源真的踩中了超额红利?

港股研究社
Feb 06

近日,港股上市公司彩客新能源(01986.HK)发布2025年盈喜预告,预计年度扭亏为盈,净利润不少于人民币2500万元。这一数字不算惊艳,却意味着这家长期处于夹缝中求生存的化工+新能源材料公司找到了业绩改善的突破口。众所周知,过去两年新能源上游领域在经历着一轮系统性周期调整;而眼下,不少筑底信号都是悄悄释放。彩客新能源相对稳健的利润修复,其实就是深深植根于其业务结构调整、技术价值重塑与大环境变化...

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