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A股異動 | 萬盛股份(603010.SH)漲4.54% 磷系阻燃劑產業迎來“高光時刻”
格隆匯 05-29 10:36
格隆匯5月29日丨萬盛股份(603010.SH)漲4.54%,報12.9元,總市值44.74億元。今年以來,在無滷阻燃工程塑料聚碳酸酯PC綜合成本優勢大幅提高,疊加歐盟無鹵化即將強制推廣的背景下,全球市場對磷系阻燃劑的需求正在不斷增長。而供應端一側,未來2-3年內新增產能非常有限,遠不能滿足市場需求,從而使得下游市場對磷系阻燃劑需求愈發強烈,磷系阻燃劑正在進入高光時刻。目前,磷系阻燃劑生產廠家均在滿負荷生產,萬盛股份則是磷系阻燃劑龍頭企業。

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