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純鹼板塊拉昇走強 蘇鹽井神(603299.SH)漲停 高盈利狀態有望持續
格隆匯9月8日丨純鹼板塊快速上行,蘇鹽井神漲停,山東海化大漲超9%,中鹽化工漲近9%,遠興能源、三友化工、華昌化工等集體上漲。國金證券指出,光伏玻璃、碳酸鋰等新能源領域高速增長,平板玻璃等傳統領域保持平穩,共同助力純鹼需求上行。預計2021年光伏玻璃領域對純鹼的需求約221萬噸,2025年光伏玻璃對純鹼的需求約439萬噸,2021-2025年光伏玻璃對純鹼的需求複合增速約18.7%。從價格來看,純鹼價格從2021年初1471元/噸上漲至8月2600元/噸,漲幅達到77%。從中期供需格局來看,純鹼價格將在2023年之前高位震盪,高盈利狀態有望持續。

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