研報掘金丨華鑫證券:維持萬華化學“買入”評級,攜手國際巨頭共建特種聚烯烴一體化項目
華鑫證券研報指出,萬華化學(600309.SH)Q3業績承壓,邁入國際化新篇章。第三季度實現歸母淨利潤29.19億元,同比下滑29.41%、環比下滑27.33%。得益於公司檢修計劃的妥善安排,公司三季度聚氨酯系列產品銷量並未受到裝置檢修影響,三季度共銷售141 萬噸聚氨酯,環比增長2.17%。公司攜手國際巨頭共建特種聚烯烴一體化項目,此次合作依託北歐化工的Borstar技術,在福建省福州市啟動建設一套產能達160 萬噸/年的特種聚烯烴一體化設施,裝置主要使用北歐化工的先進專有borstar技術,具有強大競爭優勢。預計該項目投產後將顯著提升萬華化學的國際競爭力,助力公司進入國際化3.0 時代。維持“買入”投資評級。
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