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A股異動丨化纖紡織板塊普漲 滌綸長絲多因素短期拉漲 印度紡織訂單轉移國內
格隆匯 10-19 09:48
格隆匯10月19日丨化纖紡織板塊普漲,榮盛石化和新鳳鳴漲近4%,澳洋健康漲3.25%。節後滌綸長絲市場表現火爆,價格持續上漲。截止10月16日,POY、DTY、FDY價格相比9月價格底部分別反彈500、350、550元/噸。盈利情況大幅改善,目前滌綸長絲單噸利潤平均恢復至232元/噸,其中POY、DTY、FDY分別達到291、29、375元/噸。機構認為,三大因素推動:1、房地產竣工面積增長,軟裝需求提升;2、拉尼娜導致今年寒冬,下游大量佈局冬季服裝;3、印度受疫情影響,紡織行業遭受重創,停工停產交貨困難,不少歐美零售商均大量取消訂單,並將這些原本在印度生產的訂單轉移到中國生產。

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