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研报掘金丨开源证券：维持万华化学“买入”评级，新项目储备丰厚

Research Report Nuggets丨Open Source Securities: Maintaining Wanhua Chemical's “Buy” Rating, New Projects Have Abundant Reserves

Gelonghui Finance ·  Apr 19 03:17

According to the Open Source Securities Research Report, Wanhua Chemical (600309.SH), as a leading enterprise in the chemical industry, is expected to take the lead in benefiting from the chemical sector's recovery market. The commissioning of new projects in the future will drive the company's performance growth and maintain a “buy” rating. Prices in the polyurethane sector rose moderately in 2024Q1, but the cost side was under pressure, and the MDI price spread narrowed slightly. The company has plenty of reserves for new projects, and the POE project is about to be implemented, leading the company to grow. According to the company's February 2024 announcement, Wanhua Battery plans to transfer 15.20% of Anada's shares and 5% of Liuguo Chemical Group's shares, respectively, through an agreed transfer to improve the company's upstream battery raw materials industry chain. I am optimistic that the company's growth characteristics will continue in the medium to long term, and that it will continue to advance towards a global chemical giant.

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