A股異動丨糊樹脂概念股表現活躍 糊樹脂手套料報價再度調漲近6%
格隆匯8月3日丨糊樹脂概念股表現活躍,君正集團漲停,中泰化學和新疆天業均漲超4%。7月31日糊樹脂手套料報19941元/噸,較前一日漲1094元/噸,漲幅5.8%,較上月漲49.91%,較年初漲118.46%。糊樹脂可做手套料、皮革料、牆紙料等。PVC糊樹脂行業於5月底至6月中旬集中檢修,7-9月份國內糊樹脂企業檢修增加,市場庫存去化明顯,疊加5月中旬PVC價格跟隨油價回升。糊樹脂企業擴產週期在1年以上,同時近期PVC糊樹脂價格大幅上漲。漲幅最大的手套料供應面延續緊缺,下游部分企業訂單已經接到四季度甚至年底。

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