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A股異動丨商務部對原產於歐美的進口間甲酚徵收反傾銷税 相關概念股走強
格隆匯 01-15 10:01
格隆匯1月15日丨商務部公吿,自2021年1月15日起,對原產於美國、歐盟及英國、日本的進口間甲酚徵收反傾銷税。間甲酚行業高度集中,目前全球共有6家間甲酚生產商,總體產能約5.6萬噸。目前國內產能尚不能滿足國內需求,我國每年仍需進口4800-7200噸的間甲酚。機構認為,從需求來看,間甲酚的主要下游薄荷醇、農藥、維生素等持續增長將帶動間甲酚需求的增長。伴隨着國內間甲酚技術的突破和產能的擴產,我國間甲酚的自給程度有望進一步提升。間甲酚技術壁壘高,疊加環保趨嚴使得原材料供給端趨嚴,行業有望步入景氣週期。相關概念股走強,輝隆股份漲4.63%,黑貓股份漲約2%。

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