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純鹼板塊強勢走高 遠興能源、中鹽化工雙雙漲超9%
格隆匯7月16日丨純鹼板塊強勢走高,遠興能源、中鹽化工雙雙大漲超9%,和邦生物、三友化工漲超6%,華昌化工、山東海化等跟漲。

中信建投發佈報吿指出,純鹼行業近年來實際上持續處於供需較為緊繃的格局:除20H1受疫情影響外,16年以來行業開工率長期處於80-90%左右高水平;且每逢旺季(16、17、18年9-12月行情)以及行業意外供減(20年年末行情)都容易因行業供小於求出現大幅漲價的情況。當前來看,在光伏玻璃帶來可觀需求增量、供需持續趨緊的背景下,看好純鹼價格從底部繼續爬升,並維持較高的價格中樞水平。
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