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A股異動丨市場供應緊缺 聚碳酸酯廠家報盤漲幅飆升 相關概念股拉昇
格隆匯 11-18 10:52
格隆匯11月18日丨聚碳酸酯概念股拉昇,魯西化工和東材科技均漲逾4%。

進入11月,PC及上游原料行情繼續呈現大漲。據行業消息,16日PC廠家報盤漲幅飆升至1700-4000元/噸範圍。萬華化學的塑料PC產品一小時內調價2次,上漲4000元/噸,達到24500元/噸,漲幅接近20%。

2020年受公共衞生事件影響,PC產業鏈自上而下供需面發生錯配。PC各工藝主要原料雙酚A和DMC,上游雙酚A跟DMC市場持續上漲,支撐PC價格高位運行。江蘇、浙江等化工大省近幾年對於化工企業持續進行關停或整改,年末大廠停車檢修以及事故頻發,共同造成部分行業實際開工率不足五成,市場供應量嚴重不足,打破了供需平衡。

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