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港股異動丨上海石化漲近5% 油價下跌 下游產業鏈有望迎成本壓力釋放機會
格隆匯 03-09 14:01
格隆匯3月9日丨上海石化(0338.HK)漲近5%,報2.14港元,總市值231.6億港元。在國際油價大跌背景下,機構建議關注產業鏈中受益的下游塑料包裝行業公司,大煉化行業在“鐵底”驗證下的機會,以及油價觸底信號顯現後帶來的產業鏈投資機會。中泰證券表示,對輕工製造行業而言,認為油價下跌主要利好包裝企業,作為以石油為原料的塑料、橡膠等產品,油價下跌有望帶動產品價格下降,而作為塑料、橡膠等產品下游的包裝行業企業有望在原材料價格下行帶動下釋放成本壓力。上海石化主要生產石油製品、中間化工原料、合成樹脂及塑料製品、合纖原料及合成纖維等四大類60多種產品,是中國最大的煉油化工一體化綜合性石油化工企業之一,也是中國最大的乙烯和腈綸生產商。
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