|
1
2023 09 10
()
SAC S1110519070001
tjie@tfzq.com
SAC S1110518080008
zhangfeng@tfzq.com
SAC S1110522110002
guojianqi@tfzq.com
1 -:15
2023-09-04
2 -:
2023-08-31
3 -:
2023-08-28
9 6
2023
27.1 13.22
10 3 10 0.92
1.8 3919 6116
WTI 2.3% 87.51 /
/DMF//// MDI/
PVC/ PVC////
15.4%/8.8%/7%/5.5%/3.3%/2.8%/2.6%/1.2%/1.2%/0.8%/0.8%/0.6%TDI//
3.3%/1.2%/0.7%//VE///
MDI/VA
+25.6%+22%+15.5%
+15.4%+15.4%
9
0.07% 300 1.36%
1.43 10
+7.28%
+3%+2.19%+1.8%
+1.74%
1
2
3
-22%
-18%
-14%
-10%
-6%
-2%
2%
2022-09 2023-01 2023-05
300
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2
1. ................................................................................................................................ 4
2. ............................................................................................................................ 4
2.1. ............................................................................................................................................ 4
2.2. ............................................................................................................................................ 5
2.3. ............................................................................................................................................ 6
3. ................................................................................................... 6
3.1. .................................................................................................................................................... 10
3.2. .................................................................................................................................................... 11
3.3. ................................................................................................................................. 12
3.4. ...................................................................................................................................... 13
3.5. .................................................................................................................................................... 14
3.6. ............................................................................................................................................... 15
3.7. ............................................................................................................................................... 15
3.8. ................................................................................................................................. 16
4. .............................................................................................................................. 16
5. .......................................................................................................................... 18
1A % .......................................................................... 4
2% ............................................................ 5
3 A PB .................................................................... 6
4 A PE TTM_ ............................................................. 6
5/ .................................................................................................... 10
6/ .................................................................................................................. 10
7 40D / ................................................................................................... 10
8 PTA / ................................................................................................................. 10
9/ ........................................................................................................ 10
10 POY / ............................................................................... 10
11/ ...................................................................................................... 11
12-/ .......................................................... 11
13/ ................................................................................... 11
14/ ................................................................................................. 11
15/ ........................................................................................ 11
16/ ........................................................ 12
17/ ............................................................................... 12
18/ ........................................................................................................... 12
19/ ................................................................................... 12
20/ ........................................................................................ 12
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3
21/ ................................................................................................. 12
22 MDI / .............................................................................................................. 13
23 TDI / ............................................................................................................... 13
24 PTMEG / ........................................................................................................ 13
25PO / ............................................................................................................. 13
26 PP / ........................................................................................................ 13
27PC / ............................................................................................. 13
28 PVC / .................................................................................. 14
29 PVC / .................................................................................. 14
30/ ............................................................................... 14
31/ ............................................................................... 14
32/ ...................................................................................................... 14
33/ ............................................................................... 14
34/ ........................................................................................................... 15
35/ ................................................................................................................ 15
36/ ............................................................................................. 15
37R22R134a / .................................................................................................... 15
38R125R32R410a / ................................................................................... 15
39/ ........................................................................................................... 16
40/ ............................................................................................. 16
1 ............................................................................................................................... 5
2 ............................................................................................................................... 5
3 10 .............................................................................................................. 6
4 10 .............................................................................................................. 6
5/ ........................................................................................ 7
6 ..................................................................................................................... 8
7 ............................................................................................................................. 16
8 .......................................................................... 18
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4
1.
12023.09.06 9 6
2023
27.1
13.22 10 3 10
0.92 1.8 3919 6116
22023.09.01 9 1 2023
9
32023.09.05 ICIS
(EO)(EG)
(MEG)(TEG)
42023.09.04 9 4
2025
52023.09.08 8 3.79
14.7% 4005.7 16.8% 3.06 82%
812.5 20.8% 7770.7 9.4% 3762.1 3.3%
3055 100.1% 3977.4 25.5%
2.
2.1.
0.07% 300 1.36%
1.43 10
1A %
wind
|
5
+7.28%
+3%+2.19%+1.8%+1.74%
2%
wind
2.2.
+54.75%+30.18%
+27.34%+24.65%+22.39%+20.2%
+19.93%+15.6%+14.97%+14.75%
1
(/)
(%)
(%)
(%)
(%)
300537
22.95
54.75
53.92
47.30
73.21
300576
53.40
30.18
25.91
24.39
184.79
301036
25.90
27.34
24.94
41.14
57.74
300637
9.66
24.65
24.81
38.00
50.00
001296
27.39
22.39
20.55
34.13
43.21
300655
12.14
20.20
16.40
7.31
40.72
300429
11.07
19.93
19.55
18.14
53.11
002455
7.93
15.60
16.62
7.16
-14.09
605488
18.05
14.97
16.15
14.24
36.86
002341
3.50
14.75
13.64
3.55
0.29
wind
-11.62%-10.41%
-9.64%-9.31%-6.18%-5.75%-5.66%
-5.28%-5.21%-5.1%
2
(/)
(%)
(%)
(%)
(%)
603879
7.99
-11.62
-15.45
18.02
31.63
301092
27.29
-10.41
-14.69
6.52
1.76
300169
7.50
-9.64
-23.94
86.57
81.60
301156
17.63
-9.31
-5.87
7.08
15.64
002068
11.38
-6.18
-4.53
5.47
-4.93
688357
49.54
-5.75
-13.24
-22.73
-36.74
688089
19.84
-5.66
-7.98
-3.30
-38.06
600277
2.87
-5.28
-4.65
-8.86
-30.88
002984
31.27
-5.21
-5.24
-0.19
1.56
688133
57.72
-5.10
-5.84
-6.91
-41.51
wind