A股異動 | 環氧丙烷概念股走強 供給趨緊且下游需求回暖 價格繼續調漲
格隆匯9月17日丨環氧丙烷概念股走強,紅寶麗漲超4%,濱化股份漲逾2%。據上證資訊,百川盈孚16日數據顯示,環氧丙烷生產商繼續集體上調出廠價400元-550元/噸,三季度以來累計漲幅超60%。進入“金九”需求旺季,國外聚氨酯需求較旺盛。同時,主產區工廠庫存低位,生產排單緊湊,供應端緊張局面難以緩解。下游方面,聚醚價漲量隨,對原料環丙採購積極性高,市場出現一貨難求局面,助推價格延續高位。濱化股份擁有環氧丙烷產能28萬噸;紅寶麗12萬噸環氧丙烷項目已完成安全竣工驗收。

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