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A股異動丨有機硅概念股迎大爆發 市場供貨偏緊
格隆匯7月5日丨有機硅概念股迎大爆發,金銀河、新亞強和三孚股份漲停,魯西化工漲超6%。百川盈孚研報指出,6月份有機硅均價指數28450元/噸,均價指數相較於5月份上漲6.7%,6月份國內有機硅市場受合盛新疆石河子裝置發生着火影響,40萬噸裝置停車,下游市場恐慌情緒發酵。德邦證券研報指出,合盛硅業新疆石河子裝置產能停車檢修,預計7月中旬後逐步啟動,但是三季度,市場新增產能投產的預期不樂觀,供應緊縮預期增大。四季度國內供給端變化與新增產能落地情況有關,一切都充滿不確定性。預計有機硅市場供貨偏緊的情況短期難以改善,主要還將以高位運行為主。

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