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A股異動丨奧克股份和石大勝華均大漲 電池級DMC價格創歷史新高
格隆匯 09-15 11:13
格隆匯9月15日丨奧克股份和石大勝華分別大漲9.34%和6.84%。昨日,山東石大勝華電池級DMC價格上調200元,報價11000元/噸,達到歷史新高。電解液廠家普遍反饋溶劑DMC一貨難求,場內供給緊張,目前僅石大勝華一家生產商。業內人士表示,鋰電池排產增加將持續拉動電池級DMC需求,後期價格繼續看漲。此次碳酸二甲酯價格上行主要受三方面影響:首先,上游原材料環氧丙烷價格上漲,碳酸二甲酯成本壓力上行;其次是下游電解液、聚碳酸酯等行業進入需求旺季,拉動碳酸二甲酯需求上漲;第三,碳酸二甲酯生產廠家陸續進入停車檢修狀態,市場供給緊俏。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,將利好相關龍頭企業。

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