港股異動丨上海石油化工漲3.69% 受益於低油價 貝萊德增持
格隆匯4月23日丨上海石油化工(0338.HK)漲3.69%,報2.25港元,總市值243.5億港元。根據聯交所最新資料顯示,4月14日,貝萊德增持上海石油化工股份5557.95萬股,每股作價2.0219港元,總金額約為1.12億港元。中泰證券表示,對輕工製造行業而言,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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