A股異動 | 鄂爾多斯(600295.SH)三連板 旗下主營產品近期價格大漲
格隆匯2月23日丨鄂爾多斯(600295.SH)三連板,今天更是一字漲停,報17.92元,總市值256億元。公司硅鐵產量160萬噸左右,佔到了全國產量的30%以上,是毫無疑問的硅鐵龍頭。同時,公司擁有煤炭和自備電廠,電力成本0.25 元,具有極大的成本優勢並且不受電力調配影響。另外,公司2020 年PVC二期逐步投產,有效產能從40萬噸增加到80萬噸,逐步滿產過程中也貢獻了極大的業績增量。而羊絨服裝業務也有望隨着疫情好轉逐步恢復外銷份額。公司三大主營業務都具有明顯的順週期特性,硅鐵的價格彈性和PVC的產量彈性貢獻了較大的業績增量。而硅鐵和PVC近期價格都大幅上漲,公司明顯受益。

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