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中密控股(300470.SZ):國內石油化工領域目前進入了比較平穩發展的時期
格隆匯 07-13 07:56

格隆匯7月13日丨中密控股(300470.SZ)近期在接待機構投資者調研時表示,根據公司對市場的感受來看,國內石油化工領域目前進入了比較平穩發展的時期,大型項目不再像前些年那麼普遍,更多的是關鍵、補短板、具有戰略意義的項目。這主要是因為國內石油化工領域前端產能比較飽和,建設高峯期基本已過,目前在上的大型煉化一體化項目只有玉龍石化項目,但乙烯等化工項目較多。最近幾年,公司在乙烯三機招標中中標的比例逐年上升,市佔率相當不錯,我國在乙烯為龍頭的化工領域和後端精細化工領域依然落後於發達國家,未來空間還很大。另外,煉油裝置中仍有大量的老舊產能,未來依然有先進產能代替老舊產能的需求。

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