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下月就是传统旺季 这个涨价板块该雄起了

2019-03-17     牛牛财经   来源:上海证券报
文章摘要:  今年以来,PTA价格一路小幅上扬,近期更是创下年内新高。随着下游长丝4月将进入传统旺季,业内人士预计PTA二季度将趋于紧平衡,价格有望持续走强,迎来景气周期。   那么,那些PTA厂商的股价是不是也该涨涨了?   PTA期现货价格上行 ….
  今jinnianyilai,PTA价jiageyiluxiaofushangyang,近jinqigengshichuangxianianneixingao。随suizhuoxiayouchangsi4月yuejiangjinruchuantongwangji,业yeneirenshiyujiPTA二erjidujiangquyujinpingheng,价jiageyouwangchixuzouqiang,迎yinglaijingqizhouqi

  那name,那naxiePTA厂changshangdegujiashibushiyegaizhangzhangliao

  PTA期qixianhuojiageshangxing

  主zhuliheyuePTA 1905今jinnianyilaizoushi

  有youtuyouzhenxiang。主zhuliheyuePTA 1905从cong1月yue2日ridejieduanxingdidian5560元yuan/吨dunyilushangzhang,在zai3月yue7日richuangchunianneixingao6848元yuan/吨dun

shengyishePTA现xianhuoshichangjiagezoushitu

  卓zhuochuangzixunfenxishiwangshanbiaoshi,据juzhuochuangzixunjiance,二erjiduPTA设shebeijianxiujiaoweijizhong,加jiazhierjiduxiayouchangsijiangyinglaiwangji,随suizhuoPTA去qukucunhechangsibuku,预yujiPTA价jiagejiangshangxing

  据jushengyishejiance,近jinqidilunchangsijiageshangzhang。3月yue11日ri,涤dilunchangsizhuyaopinzhongdilunPOY参cankaojiawei8764.00元yuan/吨dun,与yu3月yue1日rixiangbi,上shangzhangliao6.2%。

  中zhongxinjiantouyanbaoxianshi,涤dilunchangsijiageshangzhang,推tuidongchanxiaolvdazeng。从cong3月yue1日rikaishi,江jiangzhediquzhuliuchangjiapingjunchanxiaochixushangzhang,至zhi3月yue6日richanxiaolvzuigaoda250%。

  光guangdazhengquan(601788)研yanbaorenwei,在zaimuqiandeshichangxingqingxia,二erjiduPTA将jiangchixuzouqiang,迎yinglaijingqizhouqi

  对duiyuweilaijiniandePTA行xingqing,行xingyelongtouhengyishihua(000703)13日rijieshoujigoudiaoyanshibiaoshi,2019年nianPTA原yuanliaoPX进jinruchannengkuozhantoufangzhouqi,供gongyingkuansong,为weiPTA利lirunjinruchixushangzhangzhouqitigongliaolianghaopudian。下xiayoujuzhixianweichanxiaowending,需xuqiuchixuhuinuan,为weiPTA价jiachaxiufutigongliaowendingdexuqiuduanzhicheng。预yujiPTA后houshijianggengquyujinpinghengtaishi,PTA的deshichangkongjianjianggengweileguan,未weilaiPTA效xiaoyijiangjixuhuishengshangxing

  龙longtoufenfenkuochan

  PTA龙longtoumenfenfenmouqiukuochan,以yifenxiangPTA价jiageshangzhangdeshichanghongli

  东dongfangshenghong

  东dongfangshenghong3月yue9日rigonggao,公gongsiniyixianjinyue10.11亿yiyuanshougoushenghongsuzhou、盛shenghongshihuahejichiyoudeshenghonglianhua100%股guquan。东dongfangshenghongbiaoshi,拟nitongguobencishougouzhirushenghonglianhua1600万wandun/年nianlianhuayitihuaxiangmu

  该gaixiangmuzongtouzigusuanwei774.75亿yiyuan,主zhuyaobaokuo1600万wandun/年nianlianyou、280万wandun/年nianduiPX、110万wandun/年nianyixixiangmu。2018年nian12月yue14日rikaijian,预yuji2021年nianjianchengtouchan

  据juliaojie,该gaixiangmuzhongdePX将jiangzhuyaoyongyuziyong。为weici,公gongsijiangzai2021年niantouchanqianhuopeixiangyingsuoxudePTA资zichan。届jieshi,东dongfangshenghongjiangquanchanyelianyunxing,平pinghenggegehuanjiedezhouqibodong,提tishengjingzhengli

  桐tongkungufen

  桐tongkungufen(601233)拟nitouziyue160 亿yiyuanjiansheshihuajuzhiyitihuaxiangmu,形xingchengnianchan2×250万wandunPTA、90万wandunFDY的deshengchannengli;并bingqidonghengtengsiqinianchan30万wandun绿lvsexianweixiangmuhenianchan50万wandunzhinenghuachao仿fangzhenxianweixiangmu

  桐tongkungufenbiaoshi,近jinjiniangongsijuzhihuaxiankuaisufazhan,PTA自zigeilvyanzhongbuzu,本bencikuochandePTA基jibenquanbuziyong。另lingyifangmian,长changsiyoushangqiangepinzhong,需xuyaobuduantuichenchuxin,才cainengmanzufangzhifuzhuangfenggeduobiandexuqiu,赢yingdeshichang

  新xinfengming

  与yutongkungufentongzaitongxiangshidexinfengmingyezaimouhuakuozhangbantu。新xinfengming3月yue7日rigonggao,计jihuakaijiandushannengyuanerqinianchan220万wandun绿lvsezhinenghua PTA 项xiangmu。该gaixiangmushixinfengmingzhengzaichouhuadedingzengdesigemutouxiangmuzhiyi。该gaidingzengyihuozhengjianhuishouli。目muqian,公gongsiyixianxingqidongdushannengyuanerqinianchan220万wandun绿lvsezhinenghua PTA 项xiangmu

  恒hengyishihua

  恒hengyishihuayizaiwenlaibujulianhuayitihuaxiangmu,主zhuyaoshengchangongsisuoxudehuagongyuanliaoPX和heyierchunjiqitashiyouhuagongchanpin。恒hengyishihua3 月yue 5 日rijieshoujigoutouzizhediaoyanshibiaoshi,文wenlaixiangmujinzhanshunli,项xiangmuzongtijinduleijiwancheng90%以yishang

  荣rongshenghuagong

  荣rongshenghuagongkongguzhejiangshihua,浙zhejiangshihuazhoushan“4000万wandun/年nianlianhuayitihuaxiangmu”正zhengzaijianshezhong。公gongsibiaoshi,建jianchenghouxiangdangyuzaizaoyigerongshenghuagong。公gongsiyizhizhuzhongxiangmuchubei,将jianggenjujutiqingkuangshiduduiPTA项xiangmujinxingkuochan。公gongsitoulu,目muqianmanchanmanxiao

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