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【华安证券·电池】中创新航:锂电需求结构分化,单位盈利持续向上_蜘蛛资讯网

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司2025/2026/2027年实现营收431/561/741亿元,同比+55%/+30%/+32%,实现归母净利润13.96/21.25/31.63亿元,同比+136%/+53%/+49%,对应当下27/17/12倍PE,首次覆盖给予“买入”评级。“风险提示原材料价格大幅波动:目前上游原料价格回调,未来如果原材料相关产能释放不及预期,可能会导致原材料价格上行。下游需求不及预期:国内外新能源补贴政

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