財富證券:大類化工品價格短期內上漲空間有限
財富證券指出,8月份,化纖行業迎來冬季備貨,下游織造需求較好,產業鏈利潤有所回升,競爭格局良好的PTA也維持可觀的利潤水平。PVC的價格受到需求端壓制,短期內上升空間有限,但供給端受環保限制保證了行業利潤水平維持在較好的水平上。短期內,受宏觀經濟需求疲軟的影響,大類化工品價格短期內上漲空間有限,傳統化工品利潤承壓。在行業景氣度下降的過程中,推薦關注一體化程度高、成本控制好的龍頭企業,維持行業“同步大市”評級。
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