星源材质（06067）午前涨近6%，截至发稿，股价上涨5.64%，现报7.89港元，成交额1754.41万港元。
星源材质此前披露2026年中期业绩，该集团取得收益26.31亿元，同比增加39.9%；公司拥有人应占利润1.37亿元，同比增加36.82%。国信证券指出，公司2026H1隔膜业务营收26.31亿元，同比+40%；毛利率29.24%，同比+4.40pct。该行估计2026H1公司隔膜出货量超23亿平，其中Q2出货量超13亿平、环比提升约30%。该行估计2026Q2公司湿法隔膜出货量超11亿平，单平净利约0.15-0.16元，环比持续向好。
国信证券续指，新兴业务布局方面，星源材质设立子公司南通鼎源精密，布局聚合物钽电容业务，产品主要面向算力数据中心、消费电子及汽车电子等高精度稳压滤波场景。此外，公司通过收购邦瓷电子切入压电陶瓷行业，依托其在压电陶瓷行业的技术积累，对接半导体设备及零部件的增量市场，拓宽中长期成长边界，同步形成新材料和锂电主业的产业协同。
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.