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研報掘金丨東吳證券:長絲旺季行情開啟,維持恒逸石化“買入”評級
東吳證券22日研報指出,海外煉油景氣回升,長絲旺季行情開啟,維持恒逸石化(000703.SZ)“買入”評級。23Q3以來,長絲呈現淡季不淡行情。截至8月17日,滌綸長絲與下游織機開工率分別達 86%/63%,較去年同期+22pct/+18pct,均處於年初以來高位。同時POY/FDY/DTY庫存天數分別為13.0/18.3/24.4天,仍處於近五年中低位。向後看,金九銀十開啟在即,國內紡服零售和出口需求或邊際改善,長絲產業鏈有望迎來量價齊升。
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