Guosheng securities issued a research report on April 29, saying that it maintained the buying rating of Sichuan Em Technology Co.Ltd(601208) ( Sichuan Em Technology Co.Ltd(601208) .sh, latest price: 10.92 yuan). The reasons for rating mainly include: 1) the company is a new material platform manufacturer with outstanding technical competitiveness; 2) The new material business will enter the centralized release period, with continuous improvement month on month; 3) The impact of rising costs on the profitability of the company is relatively controllable. Risk tip: the ramp up of raised investment capacity is less than expected, the ramp up of new optical base film production line is less than expected, and the demand of downstream display industry is less than expected.
AI comments: Sichuan Em Technology Co.Ltd(601208) has received one research report from securities companies in the past month and bought one.
