衞星化學(002648.SZ):預計未來乙烷價格會長期維持在較低水平
格隆匯5月6日丨衞星化學(002648.SZ)於2023年05月04日進行電話會議,就“預計未來乙烷價格走勢?”,公司回覆稱,根據IEA等公佈的數據,美國乙烷供應量充足,長期供給過剩致使其價格彈性弱,自乙烷有價格記錄以來一直處於較低的水平。2022年,受俄烏衝突和歐洲能源局勢緊張等因素的影響,天然氣和乙烷價格出現短期大幅上升的情況,從現在覆盤來看,這是由於特殊事件情緒引發的短期市場波動,自2022年9月以來,乙烷價格開始大幅下跌至歷史正常水平,同時油價依然在高位,乙烯-乙烷價差得到明顯改善,預計未來乙烷價格會長期維持在較低水平。另外,天然氣價格下跌也會降低公司的能源成本。
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