纪要精选｜纪要精选晚报：膜材利润、半导体链与算力基建扩散

from 投研随身听 · host 慢研播客

本期提炼七组变化。PTFE产业链的利润继续集中在膜材加工，浙江鼎力和银河微电分别呈现汇兑扰动与产品高端化，气派科技、三环集团、新益昌共同显示半导体链改善，国电南瑞、汉钟精机、苏美达承接算力基础设施需求。创新药进入关键临床与审批阶段，申通盈利改善，但家电和潮玩海外业务仍承压。

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纪要精选｜纪要精选晚报：膜材利润、半导体链与算力基建扩散

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