未來(lái)煉廠的方向：直接制化學(xué)品和碳中和

1、ACS Catal.2020,10,8131-8140 * 611（元/股）漲幅漲幅(ppt)對(duì)漲幅300漲幅(ppt)300漲幅(ppt)300漲幅(ppt)002326.SZ永太科技18.1433.9%34.9683.60%80.0355.6937.07002136.SZ安納達(dá)15.8032.7%33.7562.05%58.4882.8447.49600096.SH云天化14.1632.6%33.6747.50%43.93139.63105.74000707.SZ*ST雙環(huán)3.2018.5%19.6110.34%6.77-23.6413.43600746.SH江蘇索普16.8018.4%1

2、9.4816.02%12.45105.47138.71000422.SZ湖北宜化6.7318.1%19.1631.96%28.39104.5382.77600470.SH六國(guó)化工5.2317.3%18.3522.20%18.62-5.34-2.12000737.SZ南風(fēng)化工8.0415.7%16.7710.14%6.57145.9335.21002453.SZ華軟科技6.6615.2%16.314.23%0.65-4.66-12.51000683.SZ遠(yuǎn)興能源4.8015.1%16.2031.15%27.5883.9294.68 611代碼公司股價(jià)近一周絕對(duì) 近一周相對(duì)滬深300近一個(gè)月絕近一

3、個(gè)月相對(duì)滬深20年至今相對(duì)滬深21年至今相對(duì)滬深300230.SZ永利股份（元/股）4.65漲幅-15.1%漲幅(ppt)-14.06對(duì)漲幅7.64%300漲幅(ppt)4.07300漲幅(ppt)-3.67300漲幅(ppt)-34.91600423.SH柳化股份3.82-14.5%-13.4527.33%23.76-12.8225.88300041.SZ回天新材14.13-13.5%-12.38-12.07%-15.6413.49-28.66600160.SH巨化股份9.27-11.5%-10.371.53%-2.042.14-13.23002341.SZ新綸科技4.43-11.4%-10

4、.3136.73%33.16-49.55-1.33600844.SH丹化科技4.76-11.0%-9.945.54%1.97-31.38-12.00300108.SZ吉藥控股3.36-10.9%-9.7914.68%11.10-42.26-40.94002002.SZ鴻達(dá)興業(yè)4.10-10.9%-9.780.49%-3.08-27.589.13002108.SZ滄州明珠5.25-10.1%-9.0114.64%11.0711.62-27.81300169.SZ天晟新材8.48-9.8%-8.7014.91%11.3321.505.38代碼公司股價(jià)近一周絕對(duì) 近一周相對(duì)滬深300近一個(gè)月絕近一個(gè)

5、月相對(duì)滬深20年至今相對(duì)滬深21年至今相對(duì)滬深 8.94/2,680周度漲幅前十單位最新價(jià)格 周漲跌幅 月漲跌幅 季漲跌幅 年漲幅 2021年均價(jià) 2020年均價(jià) 2019年均價(jià) 2018年均價(jià) 2017年均價(jià) 2016年均價(jià) 2015年均價(jià) 2014年均價(jià) 2013年均價(jià)丁烷(地中海）美元/噸54219.9%28.7%1.5%42.6%540393438535499404453801863有機(jī)硅DMC元/噸29,5009.7%15.2%1.0%81.5%25,25918,65218,98823,800辛醇元/噸16,2009.5%-3.6%20.0%133.1%13,5097,2697,42

6、18,6727,8486,1516,7799,47310,651尿素（小顆粒）元/噸2,6808.9%22.4%28.8%62.4%2,1281,6951,8531,9731,6331,2981,5631,5261,822甘氨酸元/噸19,500.0008.3%8.3%14.7%85.7%17,12610,85811,48713,14511,9538,6669,80413,31311,496NYMEX 天然氣美元/mmBtu38.0%10.4%28.9%80.2%323333344丁二烯元/噸8,0006.7%15.9%-5.9%100.0%7,2746,2819,54811,04412,33

7、89,2477,1009,45810,810雙酚A元/噸22,6506.6%-12.5%-9.2%89.5%22,86111,52510,59713,6178,6228,73513,28613,132電石元/噸4,6066.0%-8.0%-16.1%55.5%4,4203,1733,1873,3423,0852,6632,6803,1763,347丙烷（地中海）美元/噸5945.6%16.3%1.7%61.6%569393482571531392432740838周度跌幅前十單位最新價(jià)格 周漲跌幅 月漲跌幅 季漲跌幅 年漲幅 2021年均價(jià) 2020年均價(jià) 2019年均價(jià) 2018年均價(jià) 20

8、17年均價(jià) 2016年均價(jià) 2015年均價(jià) 2014年均價(jià) 2013年均價(jià)DMC溶劑元/噸9,250-19.6%-19.6%-15.9%26.7%11,9899,5668,5748,9927,0237,155黃磷元/噸20,500-14.6%19.2%20.6%32.3%17,52615,62416,51714,94615,13512,38913,37914,74415,656二甲醚元/噸3,400-10.8%-10.8%5.3%49.8%3,4122,6703,1893,9983,7872,8082,9613,6633,887苯乙烯元/噸8,865-9.8%-15.1%8.4%61.2%8,

9、7786,0908,28110,74610,1648,4998,53810,90312,693硬泡聚醚元/噸12,450-5.7%-21.2%-22.2%37.6%15,11011,08010,01911,36410,6759,06110,17312,54711,905乙烯（CFR）美元/噸915-5.7%-16.4%-12.4%34.6%9946978321,1511,0721,0451,0991,4051,354液氯元/噸1,428-4.9%28.9%-13.7%107.9%1,4408253744956320632756622甲醇元/噸2,555-4.7%-11.9%9.2%70.3%2

10、,4941,8752,2363,0982,7712,0362,1382,6572,954二氯甲烷元/噸3,966-4.7%-1.5%-0.1%84.5%3,7632,5543,1843,8782,9822,2732,8353,5562,842環(huán)氧丙烷元/噸13,550-4.6%-28.3%-31.6%41.1%18,09312,25110,12212,07810,9229,19210,57813,17712,490 2,6002,4002,2002,0001,8001,6001,4001,2001,00016-01(元/噸)16-0416-0716-1017-0117-04 17-07鈦精礦1

11、7-1018-0118-0418-0718-1019-0119-0419-07海綿鈦19-1020-0120-0420-0720-1021-0112010080604020021-0431,000(元/噸)26,00021,00016,00011,0006,00016-0716-1017-01鈦白粉（金紅石型）氯化法鈦白粉17-0417-0717-1018-0118-0418-0718-1019-0119-0419-07鈦白粉（鈦銳型）19-1020-0120-0420-0720-1021-0121-04 51,00046,00041,00036,00031,00026,00021,00016

12、,00011,0006,0001,00016-0116-0416-0716-10功夫菊酯17-0117-0417-0717-1018-0118-0418-0718-1019-0119-04 19-0719-1020-0120-0420-0720-1021-0121-0415-01(元/噸)400,000350,000300,000250,000200,000150,000100,00050,0000(元/噸)15-0716-0116-07草甘膦17-0117-0718-0118-07草銨膦19-0119-0720-0120-07250,000200,000150,000100,00050,00

13、0021-01120,000110,000100,00090,00080,00070,00060,000300,000250,000200,000150,000100,00050,000016-0116-0416-0716-1017-0117-0417-0717-1018-01吡蟲(chóng)啉18-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-0416-01(元/噸)(元/噸)16-0416-0716-1017-0117-0417-0717-1018-01麥草畏18-0418-0718-1019-0119-0419-0719-10

14、20-0120-0420-0720-1021-0125,00020,00015,00010,0005,00060,00055,00050,00045,00040,00035,00030,00025,00020,00015,00010,00021-04016-0116-0416-0716-1017-01多菌靈17-0417-0717-1018-0118-0418-0718-10百菌清19-0119-0419-0719-1020-0120-0420-07吡唑醚菌酯20-1021-0121-0416-01(元/噸)(元/噸)16-0416-0716-1017-0117-0417-0717-1018-

15、0118-04百草枯18-0718-1019-0119-0419-0719-1020-0120-0420-0720-10250,000230,000210,000190,000170,000150,000130,000110,00090,00070,00050,00021-0121-0412-0112-0713-01維生素B113-0714-0114-0715-0115-0716-01維生素B316-0717-0117-0718-0118-0719-01維生素B519-0720-0120-07 21-01016-0116-0416-0716-1017-0117-0417-0717-1018-0

16、1三氯蔗糖18-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-0412-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/噸)800,000700,000600,000500,000400,000300,000200,000100,0000(元/噸)12-0713-0113-0714-01味精14-0715-0115-0716-0116-0717-0117-07黃原膠18-0118-0719-0119-0720-0120-07120,000100,00080,000

17、60,00040,00020,000300,000250,000200,000150,000100,00050,00021-01(元/噸)012-01(元/噸)12-0713-01賴(lài)氨酸13-0714-0114-0715-0115-0716-01蘇氨酸16-0717-0117-0718-0118-07蛋氨酸19-0119-0720-0120-071,600,0001,400,0001,200,0001,000,000800,000600,000400,000200,000021-0112-01(元/噸）12-0713-01維生素C13-0714-0114-0715-0115-0716-01維生

18、素E16-0717-0117-0718-0118-0719-01維生素A19-0720-0120-0721-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/噸)10-0110-0711-0111-0712-0112-07金屬硅13-0113-0714-0114-0715-0115-0716-0116-0717-01有機(jī)硅DMC 17-0718-0118-0719-0119-0720-0120-0716,00014,00012,00010,0008,0006,0004,0002,0000(元/噸)21-0110-0123,00021,00

19、019,00017,00015,00013,00011,0009,0007,0005,00010-0711-0111-07滌綸POY12-0112-0713-0113-0714-0114-0715-01滌綸DTY15-0716-0116-0717-0117-0718-0118-07滌綸FDY19-0119-0720-01 20-0721-0112-0125,000(元/噸)20,00015,00010,0005,0000(元/噸)12-0713-0113-0714-0114-07棉花15-0115-0716-0116-0717-0117-0718-0118-07棉漿19-0119-0720-0

20、120-0721-0110-0110-0711-0111-0712-0112-0713-01螢石13-0714-0114-0715-0115-0716-0116-0717-0117-07氫氟酸18-0118-0719-0119-0720-0120-0790,00080,00070,00060,00050,00040,00030,00020,00010,000021-0180,00070,00060,00050,00040,00030,00020,00010,000010-0110-0711-0111-0712-0112-07氨綸40D13-0113-0714-0114-0715-0115-07

21、16-0116-0717-0117-07錦綸切片18-0118-0719-0119-0720-0120-07(元/噸)21-0114,00012,00010,0008,0006,0004,0002,000010-01(元/噸)(元/噸)10-0711-0111-0712-0112-07px13-0113-0714-0114-07PTA15-0115-0716-0116-0717-01MEG17-0718-0118-0719-0119-0720-0120-0760,00050,00040,00030,00020,00010,00035,00030,00025,00020,00015,00010,

22、0005,00021-010010-0110-0711-0111-07R2212-0112-0713-0113-07R3214-0114-0715-0115-0716-01R134a16-0717-0117-0718-0118-0719-0119-0720-0120-0721-0110-0110-0711-0111-0712-0112-0713-01己內(nèi)酰胺13-0714-0114-0715-0115-0716-0116-0717-0117-07丙烯腈18-0118-0719-0119-0720-0120-0721-0110-01(元/噸)(元/噸)10-0711-0111-0712-0112

23、-07粘膠短纖13-0113-0714-0114-0715-0115-0716-0116-0717-0117-07粘膠長(zhǎng)絲18-0118-0719-0119-0720-0120-0721-01(元/噸)6,0005,0004,0003,0002,0001,00014,000(元/噸)12,00010,0008,0006,0004,0 10-0110-0711-0111-0712-0112-0713-0113-0714-0114-0715-0115-076-01-07017050,00045,00040,00035,00030,00025,00020,00015,00010,0005,00001

24、0-0110-0711-0111-0712-0112-0713-0113-0714-0114-07PA6615-0115-0716-0116-0717-0117-0718-0118-07 19-0119-0720-0120-0721-0110-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/噸)(元/噸)10-0711-0111-0712-0112-0713-0113-07PC14-0114-0715-0115-0716-0116-0717-0117-07雙酚A18-0118-0719-0119-0720-0120-0721-0130,

25、000(元/噸)25,00020,00015,00010,0005,000012-0112-0713-0113-0714-0114-07PMMA15-0115-0716-0116-0717-0117-0718-0118-07MMA19-0119-0720-0120-0720,00018,00016,00014,00012,00010,00021-01(元/噸)8,00010-0110-0711-0111-0712-0112-0713-0113-0714-0114-07POM15-0115-0716-0116-0717-0117-0718-0118-0719-0119-0720-0120-072

26、1-01電石1,5001,0005000液氯 10-0110-0711-0111-0712-0112-0713-0113-07純堿14-0114-0715-0115-0716-0116-0717-0117-0718-01燒堿18-0719-0119-0720-0120-0721-0110-0110-0711-0111-0712-01PVC（電石法）12-0713-0113-0714-0114-0715-0115-0716-0116-0717-01PVC（乙烯法）17-0718-0118-0719-0119-0720-0120-0721-0110-0110-0110-0711-0111-0712

27、-0112-0713-0113-0714-0114-0715-0115-0716-0116-0717-0117-0718-0118-0719-0119-0720-0120-0721-014,0003,5003,0002,5002,0001,5001,0005000(元/噸)6,000(元/噸)5,0004,0003,0002,0001,0000(1,000)10-0711-0111-07尿素（小顆粒）磷酸二銨DAP12-0112-0713-0113-0714-0114-0715-01 15-0716-013,0002,5002,00016-0717-01磷酸一銨MAP17-07(元/噸)18-0118-0719-0119-0720-0120-075,0004,5004,0003,5003,0002,5002,0001,5001,00021-0110-01(元/噸)10-0711-01復(fù)合肥11-0712-0112-0713-0113-0711,00010,0009,0008,0007,0006,0005,0004,0003,00014-0114-0715-01氯化鉀(元/噸)15-0716-011