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A股異動丨奧克股份(300082.SZ)大漲9% 碳酸二甲酯價格兩個月漲超90%
格隆匯 09-11 10:15
格隆匯9月11日丨昨日大跌近14%的奧克股份(300082.SZ)反彈超9%,報8.96元,總市值61億元。據百川資訊,繼上一日大漲3.93%後,10日國內碳酸二甲酯市場延續漲勢,價格執行9810元/噸,較前一日漲550元/噸,漲幅5.94%,較上週漲22.63%,較上月漲38.2%,7月份以來漲幅92.4%。目前,場內裝置開工率偏低,原料環氧丙烷價格持續刷新高點,成本面支撐有力。短期來看碳酸二甲酯行業供給短缺、需求旺盛的狀態將延續,價格有望繼續上漲。去年奧克股份年產2萬噸鋰電池電解液溶劑(碳酸二甲酯)項目開車成功;而國內碳酸二甲酯絕對龍頭石大勝華(603026.SH)則微跌0.35%。

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