基礎(chǔ)化工-行業(yè)周報(bào)：國常會研究提振消費(fèi)及化解重點(diǎn)產(chǎn)業(yè)結(jié)構(gòu)性矛盾繼續(xù)關(guān)注化工核心資產(chǎn)及新材料成長

行業(yè)周報(bào)|基礎(chǔ)化工證券研究報(bào)告行業(yè)評級行業(yè)評級推薦（維持）【興證化工】化工行業(yè)周報(bào)———旺季將至有望帶動化工品價(jià)格上行，繼續(xù)關(guān)注化工核心資產(chǎn)及新材料成長（20250203-20250207）-2025.02.09【興證化工】化工行業(yè)周報(bào)———中長期資金入市工作實(shí)施方案發(fā)布、空調(diào)排產(chǎn)數(shù)據(jù)強(qiáng)勁，繼續(xù)關(guān)注化工核心資產(chǎn)及新材料成長（20250120-20250124）-2025.1.26【興證化工】化工行業(yè)周報(bào)———出口壓制預(yù)期緩和有望帶動輪胎估值修復(fù)，繼續(xù)關(guān)注化工核心資產(chǎn)及新材料成長（20250113-20250117）-2025.01.19S0190523070006liuzihan@S0190522030003jijin@S0190521100002zhangxun19@S0190524070001chenlei22@國常會研究提振消費(fèi)及化解重點(diǎn)產(chǎn)業(yè)結(jié)構(gòu)性矛盾，繼續(xù)關(guān)注化工核心資產(chǎn)及新材料成長投資要點(diǎn)：l國務(wù)院常務(wù)會議研究提振消費(fèi)以及化解重點(diǎn)產(chǎn)業(yè)結(jié)構(gòu)性矛盾政策措施，金三銀四傳統(tǒng)滌綸長絲、有機(jī)硅、氨綸、維生素等子行業(yè)。利有望快速修復(fù)。建議關(guān)注：合盛硅業(yè)、東請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工請閱讀最后評級說明和重要聲明2025年行業(yè)或仍維持相對較低新增產(chǎn)能增速、需求穩(wěn)中向好，行業(yè)中期維度供需修復(fù)2024年全年國內(nèi)滌綸長絲實(shí)際消費(fèi)量增速達(dá)約9.6%，絕對增量超300萬噸；表觀消l山東地?zé)掗_工率下行壓縮石油焦供給，產(chǎn)品價(jià)格大幅上行，關(guān)注地?zé)掗_工率低位對煉比下跌0.58pcts，同比下跌1l本周國際油價(jià)先漲后跌，后續(xù)仍需跟蹤地緣政治局勢變化、特朗普能源政策價(jià)下行，當(dāng)下需求端美國宏觀經(jīng)濟(jì)數(shù)據(jù)邊際變化或?yàn)橛绊懹蛢r(jià)短期走勢的主要因素之在當(dāng)前擴(kuò)產(chǎn)周期中保持市場份額增長。重點(diǎn)推薦：萬華化學(xué)、華魯恒請閱讀最后評級說明和重要聲明字當(dāng)頭”，隨后財(cái)政部等多部門協(xié)同發(fā)力、助力經(jīng)濟(jì)企穩(wěn)回升。政策持續(xù)發(fā)產(chǎn)市場止跌回穩(wěn)預(yù)期升溫，當(dāng)前相關(guān)化工品多數(shù)已處普虧階段，若地產(chǎn)類油氣生產(chǎn)企業(yè)業(yè)績與油價(jià)相關(guān)聯(lián)，當(dāng)前油價(jià)震蕩背景下有望助力其保持請閱讀最后評級說明和重要聲明4/22l供需偏緊，氯化鉀價(jià)格上行。據(jù)百川盈孚，本周國內(nèi)氯化鉀市場拉漲，報(bào)價(jià)不斷追高，市場詢單積極。具體來看，供應(yīng)端，國產(chǎn)鉀供應(yīng)偏緊，本周國內(nèi)氯化鉀產(chǎn)量77680噸，環(huán)比持平；開工率39.4%，環(huán)比持平。進(jìn)口鉀貨源集中，市場流通貨源有限，貿(mào)易商惜售觀望。需求端，節(jié)后市場啟動中，下游剛需采買跟進(jìn)。截至2025年2月14日，氯化鉀（62%粉俄白,青島港）價(jià)格為2900元/噸，環(huán)比上漲8.2%。l廠家報(bào)價(jià)回升，VA價(jià)格有所上漲。據(jù)百川盈孚，2月7日有維生素A廠家恢復(fù)出廠報(bào)價(jià)至160元/公斤、170元/公斤；另據(jù)市場消息反饋，2月12日有二線廠家維生素A110元/公斤有對外接單。上半周，受廠家恢復(fù)報(bào)價(jià)提振，經(jīng)銷商市場行情偏強(qiáng)運(yùn)行，主流成交價(jià)上漲至115元/公斤附近。截至2025l供給趨緊預(yù)期帶動油價(jià)上行但后續(xù)俄烏沖突存緩和預(yù)期，國際油價(jià)先漲后跌。供給端，據(jù)塔斯社上周五報(bào)道，俄羅斯聯(lián)邦反壟斷局可能對大型生產(chǎn)商實(shí)施為期一個(gè)月的汽油出口禁令，以在作物播種季前穩(wěn)定批發(fā)價(jià)。供給趨緊預(yù)期一定程度拉漲油價(jià)。但后續(xù)，當(dāng)?shù)貢r(shí)間2月12日，美國總統(tǒng)特朗普表示，他當(dāng)天與俄羅斯總統(tǒng)普京進(jìn)行了一次長時(shí)間且非常富有成效的電話交流，特朗普表示，雙方希望結(jié)束俄烏沖突并同意緊密合作，普京同意特朗普有關(guān)通過談判實(shí)現(xiàn)長期解決烏克蘭問題的觀點(diǎn)。這一事件或顯著帶動市場對于俄烏沖突緩和預(yù)期，國際油價(jià)有所回落。截至2025年2月14日，WTI期貨結(jié)算價(jià)較上周上漲0.2.%至70.74美元/桶；Brent期貨結(jié)算價(jià)較上周上漲0.6%至74.74美元/桶。l上下游同步提負(fù)，乙二醇價(jià)差基本持平。供給端，據(jù)隆眾資訊數(shù)據(jù)，當(dāng)周國內(nèi)乙二醇產(chǎn)量41.94萬噸，環(huán)比上周增加2.42%；需求端來看，下游聚酯產(chǎn)量138.26萬噸，環(huán)比上升1.83%。庫存端，當(dāng)周國內(nèi)華東主港乙二醇庫存69.27萬噸，環(huán)比上周上升12.14%。截至2025年2月14日，乙二醇(華東)價(jià)格為4738元/噸，環(huán)比上漲0.4%，乙二醇-乙烯價(jià)差455元/噸，環(huán)比收窄1.0%。l供需兩方面因素共同帶動，丙酮價(jià)格上漲。供給端，據(jù)百川資訊，本周國內(nèi)丙酮產(chǎn)量61063噸，環(huán)比下降5.72%。此外，多家酚酮工廠或?qū)⑦M(jìn)行計(jì)劃外檢修、部分工廠合約減量，總體市場對后續(xù)供給存縮減預(yù)期。需求方面，下游MMA及MIBK開工率均有所提升。綜合來看，供需兩方面因素共同帶動請閱讀最后評級說明和重要聲明丙酮價(jià)格上行。截至2025年2月14日，丙酮(華東)價(jià)格為6550元/噸，環(huán)比上漲9.2%，苯酚+丙酮-原料價(jià)格1689元/噸，環(huán)比擴(kuò)大61.2%。l上下游負(fù)荷同步回暖，滌綸長絲價(jià)差總體持平。供給端，據(jù)隆眾資訊數(shù)據(jù)，當(dāng)周滌綸長絲行業(yè)開工率約為87.21%，較上期上調(diào)6.54pcts。需求端，本周滌綸長絲下游開工繼續(xù)回升：據(jù)隆眾資訊數(shù)據(jù)，當(dāng)周江浙地區(qū)織造樣本企業(yè)開機(jī)率34.43%，較上期回升15.81pcts，江浙印染樣本企業(yè)開機(jī)率42.39%，較上期提升22.76pcts；下游終端訂單方面，據(jù)隆眾資訊數(shù)據(jù)，國內(nèi)織造樣本企業(yè)訂單天數(shù)7.48天，較上期增加0.63天；備貨節(jié)奏方面，當(dāng)周下游紡織企業(yè)原料庫存天數(shù)9.99天，較上期下降0.20天；庫存方面，當(dāng)周POY、FDY、DTY庫存分別為15.3天、20.9天、25.7天，較上期分別上升16%、上升7%、上升5%。截至2025年2月14日，滌綸長絲POY、DTY、FDY價(jià)格分別為7325元/噸、8500元/噸、7900元/噸，環(huán)比分別上漲0.3%、持平、持平；與原材料價(jià)差分別為1371元/噸、2546元/噸、1796元/噸，環(huán)比分別收窄0.9%、收窄1.4%、收窄0.7%。行業(yè)周報(bào)|基礎(chǔ)化工表1、重點(diǎn)跟蹤化工產(chǎn)品價(jià)格與價(jià)差指數(shù)中國化工品價(jià)格指數(shù)CCPI-0.3%0.6%-0.4%0.7%人民幣對美元匯率(中間價(jià))-0.0%0.0%-0.3%-0.2%人民幣對歐元匯率(中間價(jià))-0.7%0.3%美元指數(shù)--0.6%-1.3%-2.1%-1.7%S&P500-2.0%2.9%黃金現(xiàn)貨價(jià)美元/盎司3.7%7.4%CRB商品價(jià)格指數(shù)-2.3%2.9%貨代運(yùn)價(jià)指數(shù)CFFI:中國-歐洲-0.0%0.0%0.0%-0.2%貨代運(yùn)價(jià)指數(shù)CFFI:中國-北美 0.0%0.0%0.0%0.0%原油WTI期貨(主連合約)美元/桶0.2%-2.5%-9.2%-4.4%Brent期貨(主連合約)美元/桶0.6%-2.6%-7.5%-2.3%WTI期貨(次月合約)美元/桶-1.4%-8.6%-1.9%Brent期貨(次月合約)美元/桶-1.6%-6.6%-1.0%WTI期貨(第12月合約)美元/桶0.4%-3.2%-1.6%Brent期貨(第12月合約)美元/桶-0.8%-4.4%-1.0%WTI現(xiàn)貨美元/桶-2.0%-9.4%-2.5%Brent現(xiàn)貨美元/桶0.3%-3.2%-8.5%-1.6%Dubai現(xiàn)貨美元/桶-0.8%-1.5%-12.3%-1.9%Cinta現(xiàn)貨美元/桶-1.1%-2.8%-10.6%-1.5%美國原油鉆井?dāng)?shù)口0.2%0.0%-0.6%美國商業(yè)原油庫存千桶3.7%2.9%Brent-WTI期貨主連合約價(jià)差美元/桶48.7%-5.4%37.5%56.9%WTI主連合約-次月合約美元/桶-0.4-266.7%-214.3%-1433.3%-127.4%Brent主連合約-次月合約美元/桶-82.2%-90.8%-90.9%-92.5%WTI主連合約-第12月合約美元/桶-17.3%-39.4%-60.6%-40.2%Brent主連合約-第12月合約美元/桶-24.2%-45.3%-61.6%-38.6%三地原油簡單10天平移均價(jià)美元/桶-2.5%-5.9%-4.4%煉油中國92#汽油(鎮(zhèn)海煉化)0.0%0.0%0.0%4.0%中國0#柴油(鎮(zhèn)海煉化)0.0%0.0%0.0%4.3%美國海灣汽油FOB美分/加侖-0.1%3.4%-1.2%4.4%美國柴油(紐約)美分/加侖3.7%0.4%-5.3%歐洲ARA柴油(CIF)美元/噸2.6%-4.5%亞洲柴油(新加坡)美元/桶2.8%-0.9%-7.0%0.0%92#汽油新加坡FOB美元/桶-0.4%-2.5%2.0%含硫0.05%柴油新加坡FOB美元/桶-1.7%-8.3%-0.9%航空煤油新加坡FOB美元/桶0.5%-1.2%-6.0%2.7%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工新加坡石腦油FOB美元/桶2.3%-1.0%-0.2%日本石腦油CFR美元/噸0.4%0.0%-3.0%0.5%美國LPG美分/加侖0.8%3.6%-4.7%8.5%液化氣(華東)0.0%2.4%-2.1%-1.3%丙烷(華東冷凍CFR)美元/噸-1.3%-2.2%-4.0%-2.2%丁烷(華東冷凍CFR)美元/噸-1.3%-2.2%-4.1%-2.2%正丁烷(山東)-0.9%0.5%-1.1%-0.6%基礎(chǔ)油(150SN,東北)0.0%-1.0%-0.2%4.6%120#溶劑油(華東)0.0%0.0%0.0%0.0%混調(diào)高硫180CST(華東)2.8%2.8%2.8%4.8%58#半煉石蠟(華南)0.0%0.0%0.0%0.0%重交瀝青(華南)0.0%改性瀝青(華南)0.0%國內(nèi)主營汽油出廠價(jià)-原油價(jià)差美元/噸-1.3%6.0%21.6%27.4%國內(nèi)主營柴油出廠價(jià)-原油價(jià)差美元/噸-1.9%9.4%36.8%43.2%國內(nèi)主營成品油價(jià)-原油價(jià)差美元/噸-1.3%6.2%22.4%28.4%國際汽油市場價(jià)-原油價(jià)差美元/噸-2.8%34.2%31.9%40.3%國際柴油市場價(jià)-原油價(jià)差美元/噸2.0%52.4%國際成品油市場價(jià)-WTI原油價(jià)差美元/噸39.4%國際成品油市場價(jià)-Brent原油價(jià)差美元/噸5.7%9.2%37.2%新加坡FOB汽油價(jià)-Brent原油價(jià)差美元/噸6.8%29.2%27.4%新加坡FOB柴油價(jià)-Brent原油價(jià)差美元/噸3.4%4.4%-13.2%9.8%新加坡FOB航空煤油價(jià)-Brent原油價(jià)美元/噸-0.1%5.5%0.8%30.6%差美灣WTI321價(jià)差美元/桶8.7%29.9%24.4%美灣Brent321價(jià)差美元/桶22.4%54.6%29.4%亞洲Minas321價(jià)差美元/桶56.7%28.2%中東Dubai321價(jià)差美元/桶-0.5%34.2%中國瀝青開工率%-0.6%0.8%-17.0%6.0%美國煉廠開工率%0.6%-7.3%-8.3%天然氣美國HenryHub期貨(主連合約)美元/MMBtu6.5%-14.8%-0.9%英國NBP現(xiàn)貨(遠(yuǎn)期合約)便士/Therm-5.4%-1.9%3.5%美國HenryHub現(xiàn)貨美元/MMBtu33.8%42.0%2.8%20.0%美國N.Y.Hub現(xiàn)貨美元/MMBtu49.7%75.0%36.5%英國NBP現(xiàn)貨美元/MMBtu-4.4%-1.5%4.6%德國GPL現(xiàn)貨美元/MMBtu-3.0%-3.5%-1.4%-0.7%TTF現(xiàn)貨歐元/兆瓦時(shí)-3.7%0.2%5.2%TTF期貨(次月合約)歐元/兆瓦時(shí)-7.3%-2.2%3.9%日本LNG現(xiàn)貨美元/MMBtu-1.4%4.6%2.8%中國LNG現(xiàn)貨(華北)4.2%2.8%-0.7%-0.9%美國天然氣庫存十億立方英尺-4.2%-10.7%-26.3%-32.7%煤無煙煤(Q6500,晉城)0.0%0.0%0.0%0.0%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工煙煤(Q5500,山西優(yōu)混)-1.3%-2.6%-2.6%-2.6%動力煤(Q5500,環(huán)渤海指數(shù))0.0%-0.3%-0.4%-0.7%焦精煤(太原)0.0%-2.9%-2.9%-2.9%煤焦油(華東)5.4%6.0%9.9%工業(yè)萘(華東)0.0%蘭炭-8.5%-9.1%-9.1%-9.1%焦炭(河北)-6.8%-7.5%-9.9%-12.8%冶金焦（一級，華北）-3.5%9.2%-6.6%-9.6%氣化焦（山西）-3.8%-14.4%-17.8%-8.8%CTO價(jià)差(聚烯烴均價(jià)-煙煤）0.7%焦炭-焦精煤價(jià)差-650-550--610--560--510-C1乙二醇(華東)0.4%0.0%-1.9%-1.6%0.0%0.0%-3.0%-2.3%液氨(山東)3.8%-1.6%-6.0%尿素(山東)3.7%5.0%三聚氰胺(四川)0.9%0.9%-1.8%硝酸(華東)-2.6%-4.4%-7.7%-4.4%硝酸銨(陜西)0.0%0.0%0.0%0.0%硝酸鈉(華東)0.0%0.0%-3.8%-6.1%甲醇(華東)-1.8%-1.2%-3.3%-4.5%一甲胺(華魯）8.2%5.0%二甲胺(華魯）0.0%三甲胺(華魯）0.0%8.3%8.3%8.3%DMF(華東)6.2%醋酸(華東)0.0%0.7%3.5%醋酐(華魯)0.8%-0.2%0.4%4.5%醋酸乙烯(華東)3.8%4.3%4.3%8.9%PVA(1799,四川維尼綸)0.0%0.0%0.0%0.0%醋酸乙酯(華東)3.2%醋酸丁酯(華東)3.5%3.5%3.5%甲醛(河北)0.0%0.0%0.0%0.0%甲酸(國內(nèi))0.0%0.0%0.0%0.0%二甲醚(河南)0.0%0.0%0.0%0.0%乙二醇-乙烯價(jià)差-1.0%-9.5%-22.5%-20.5%乙二醇-煙煤價(jià)差2.8%3.7%-1.1%-0.3%煤制草酸價(jià)差-0.5%-3.2%-3.2%淀粉制草酸價(jià)差0.3%0.2%-5.1%-4.2%液氨-煙煤價(jià)差9.5%6.6%-0.5%-9.2%尿素-液氨價(jià)差-1.4%46.8%76.0%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工三聚氰胺-尿素價(jià)差元/噸硝酸銨-液氨價(jià)差元/噸甲醇-煙煤價(jià)差元/噸MTO價(jià)差(乙烯/丙烯-甲醇)元/噸MTO價(jià)差(PP/PE-甲醇)元/噸一甲胺-甲醇-液氨價(jià)差元/噸二甲胺-甲醇-液氨價(jià)差元/噸DMF-甲醇-液氨價(jià)差元/噸醋酸-甲醇價(jià)差元/噸醋酐-醋酸價(jià)差元/噸乙烯法醋酸乙烯價(jià)差元/噸電石法醋酸乙烯價(jià)差元/噸PVA-電石價(jià)差元/噸二甲醚-甲醇價(jià)差元/噸-18.8%-18.8%-3.0%-2.2% 30.4%30.4%30.4%23.6%43.0%2.9%22.6%0.6%29.0%-1.8%-1.5%-20.0%-20.0%-3.9% 25.2%25.2%38.6%51.0%-2.9%30.0%2.3%72.7%-30.9%-30.9%5.6%-5.8% -7.2%-7.2%63.8%47.5% 7.2%41.6%72.0%3.2%-0.2% -727-913-908-1060-116120.6%46.2%22.5%42.4%2.6%-2.4%37.3%-210乙烷(乙烷(MB)美元/加侖乙烯(東北亞CFR)美元/噸環(huán)氧乙烷(華東)元/噸環(huán)氧乙烷(華東)元/噸0.6%0.0%-2.5%-2.5%0.0%-6.-6.1%0.0%-6.4%-6.4%-1.4%純萘減水劑(華東)元/噸0.0%0.0%0.0%0.7%美元/噸美元/噸聚羧酸減水劑單體美元/噸美元/噸聚羧酸減水劑單體TPEG（華東）元/噸乙烯-石腦油價(jià)差乙烯-石腦油價(jià)差乙烯-乙烷價(jià)差環(huán)氧乙烷-乙烯價(jià)差0.0%0.0%0.0%-1.3%-1.1%-2.1%4.8%2.7%-4.0%4.3%-3.1%3.3%4.5%-9.2%丙烷(山東)丙烷(山東)元/噸丙烯(韓國FOB)美元/噸丙烯(華東)環(huán)氧丙烷(華東)碳酸二甲酯DMC(華東)丙二醇(華東)丙烯酸(華東)3.0%3.0%-2.9%-1.8%2.5%0.0%-2.9%-2.9%-2.9%0.0%-0.8%-0.8%0.0%-2.9%-2.9%0.0%0.6%-2.9%-2.4%-1.7%-3.0%-3.9%0.0%0.0%-2.9%-4.3%0.6%-0.6%SAP(日系,華南)元/噸0.0%0.0%0.0%0.0%丙烯酸甲酯(華東)丙烯酸丁酯(華東)正丁醇(華東)異辛醇(華東)環(huán)氧氯丙烷(華東)丙烯腈(長三角)NPG(華東)丙烯酰胺(華東)丙烯-丙烷價(jià)差美元/噸2.7%-1.0%4.5%0.9%3.8%-2.1%2.3%5.0%-15.8%9.2%4.5%9.2%4.5%3.5%6.7%22.6%2.8%36.2%4.5%0.9%7.9%5.0%2.3%9.0%8.2%-0.4%2.3%8.0%-9.1%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工丙烯-石腦油價(jià)差美元/噸-14.7%-13.5%-2.8%環(huán)氧丙烷-丙烯價(jià)差-2.7%0.4%-6.4%碳酸二甲酯/丙二醇聯(lián)產(chǎn)價(jià)差-12.3%-5.0%-0.3%3.8%丙烯酸-丙烯價(jià)差6.9%3.5%6.2%3.6%丙烯酸甲酯-原材料價(jià)差6.8%31.3%34.3%50.5%丙烯酸丁酯-原材料價(jià)差-59.8%-39.9%-35.1%SAP-丙烯酸價(jià)差-1.4%-1.4%-0.7%0.7%異辛醇-丙烯價(jià)差7.2%8.8%20.4%丙烯腈-丙烯-合成氨價(jià)差-4.6%-2.1%28.7%NPG-丙烯價(jià)差4.2%3.4%4.5%5.5%碳四原料氣(齊魯石化)0.9%8.7%3.7%4.6%醚后C4(燕山石化)0.9%8.0%4.9%5.9%丁二烯(韓國FOB)美元/噸0.0%0.0%9.8%20.7%丁二烯(華東)-0.4%-1.2%0.0%丁酮(華東)-0.3%-0.6%-3.0%0.0%烷基化汽油(華東)0.0%2.4%2.4%6.3%順酐(華東)-6.1%-3.1%-12.1%0.8%MTBE(石大勝華)-2.5%-3.3%-1.7%叔丁醇0.0%0.0%0.0%0.0%季戊四醇(98%,湖北宜化)0.0%0.0%0.0%0.0%異丁烯(華東)-3.8%-4.7%-4.7%-3.8%異丁醛(華魯)-1.2%-1.2%-3.6%9.6%MAA(華東)0.7%3.4%3.4%9.2%MMA(華東)-2.0%2.5%7.0%丁二烯-醚后C4價(jià)差-2.0%-10.5%-5.3%丁酮-醚后C4價(jià)差-2.9%-15.0%-16.4%-10.5%烷基化汽油-碳四原料氣價(jià)差-1.7%-8.1%0.0%9.6%順酐-碳四原料氣價(jià)差-178-164.0%-133.8%-119.9%-442.3%MTBE氣分醚化法價(jià)差-29.4%-62.3%-3.2%90.2%C3法MMA價(jià)差-8.1%-1.1%-2.3%6.4%C4法MMA價(jià)差3.6%33.8%28.9%68.4%裂解C5(華東)3.7%5.7%5.7%異戊二烯(華北)3.7%雙環(huán)戊二烯(山東)0.0%芳烴混合芳烴(山東)-4.2%4.2%純苯(華東)0.7%2.0%5.8%環(huán)己酮(華東)2.7%3.3%3.9%己二酸(華東)-0.6%0.0%0.0%5.0%苯乙烯(華東)-0.7%-1.3%0.3%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工丙酮(華東)元/噸9.2%3.6%-1.6%0.4%0.7%-4.6%-20.3%61.2%-41.4%4.4%6.5%9.6%2.9%-1.6%0.7%4.4%-1.8%-31.9%51.7%-39.7%-3.3%-7.9%9.6%3.2%-1.6%3.9%苯酚(華東)元/噸雙酚A(華東)元/噸-1.1%8.3%21.3%-34.6%-41.0%65.3%-20.4%甲苯(華東)元/噸二甲苯(華東)元/噸0.7%苯酐(華東)元/噸純苯-石腦油價(jià)差元/噸己二酸-純苯-硝酸價(jià)差元/噸苯乙烯-純苯-乙烯價(jià)差元/噸苯酚+丙酮-原料價(jià)格元/噸雙酚A-苯酚-丙酮價(jià)差元/噸苯酐-二甲苯價(jià)差元/噸苯酐-工業(yè)萘價(jià)差元/噸-1.6%-20.3%45.5%-40.7%8.2%-4.0%化纖PX(華東)元/噸0.0%0.0%5.2%5.2%-2.8%-2.1%-1.7%-1.1%-1.2%-1.6%5.2%5.2%3.7%3.6%2.4%2.5%2.5%3.6%PX(進(jìn)口CFR)美元/噸-0.8%0.7%-1.4%0.7%PTA(華東)聚酯切片(瓶級)聚酯切片(半光切片)聚酯切片(有光切片)聚酯切片(纖維級,華東)滌綸短纖(1.4D,38毫米,華東)0.3%-0.5%-0.5%0.2%0.2%-0.7%0.6%-1.0%0.4%再生短纖(1.5D,仿大化）元/噸0.0%0.0%0.0%0.0%滌綸長絲(POY)再生POY長絲(150D/96F)滌綸長絲(DTY-150D)滌綸長絲(FDY68D)滌綸長絲(FDY150D)滌綸工業(yè)絲(湖州尤夫）棉短絨高密短絲級漿粕(華東)進(jìn)口闊葉漿美元/噸粘膠短纖(1.5D,38毫米)粘膠長絲(120D無光)己內(nèi)酰胺(華東)尼龍6(高速紡半光)0.3%0.0%0.0%0.0%0.3%0.3%0.0%0.0%0.0%0.3%0.3%0.0%0.0%0.0%0.0%3.5%-3.5%2.4%2.6%3.0%3.5%8.0%-2.5%2.3%3.6%-1.3%2.3%3.6%-1.3%2.3%-2.5%0.0%0.0%0.0%0.0%0.0%2.6%-6.5%4.2%2.5%2.6%-6.5%5.4%2.9%-6.5%7.2%-6.5%錦綸6POY(86D/24F，江浙)元/噸0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.9%0.0%0.0%0.0%-0.7%0.0%-0.6%錦綸6DTY(70D/24F，江浙)元/噸錦綸6FDY(70D/24F，江浙)己二胺(國內(nèi))尼龍66(EPR27)腈綸短纖(1.5D,38毫米)4.3%4.3%0.0%0.0%0.0%0.7%2.8%行業(yè)周報(bào)|基礎(chǔ)化工0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%BDO(華東)-1.8%-0.4%0.0%1.1%BDO(華東)-1.8%-0.4%0.0%1.1%PTMEG(1800)PTMEG(1800)40.5%-2.3%-52.7%5.2%40.5%-2.3%-52.7%5.2%-1.3%-4.3%-27.4%-6.8%-6.5%0.8%-0.9%-1.4%-0.7%PX(華東)-石腦油價(jià)差-0.1%22.6%-15.7%8.5%9.4%8.8%-3.1%6.0%2.2%-10.4%85.8%22.0%-31.9%-10.3%-4.6%-9.8%-2.5%-8.7%-29.0%3.0%-11.5%2.7%32.2%-11.8%-20.6%-19.7%-3.7%-2.8%-2.5%-2.2%-8.9%31.0%-11.5%-14.6%-6.7%-9.8%5.2%7.6%7.7%-9.0%47.8%-16.3%-10.3%-4.6%-11.3%0.2%-8.7%7.6%6.6%-4.2%-7.9%-3.5%-5.2%0.2%0.0%0.0%-10.1%-11.6%5.5%0.8%6.3%2.0%38.4%-10.1%5.4%0.0%0.0%0.0%0.5%-7.9%9.1%2.7%32.2%-11.8%-20.6%-19.7%-3.7%-2.8%-2.5%-2.2%-8.9%31.0%-11.5%-14.6%-6.7%-9.8%5.2%7.6%7.7%-9.0%47.8%-16.3%-10.3%-4.6%-11.3%0.2%-8.7%7.6%6.6%-4.2%-7.9%-3.5%-5.2%0.2%0.0%0.0%-10.1%-11.6%5.5%0.8%6.3%2.0%38.4%-10.1%5.4%0.0%0.0%0.0%0.5%-7.9%9.1%2.8%-15.4%7.7%-7.9%55.8%23.2%51.0%-8.3%0.9%-5.4%72.7%41.3%41.3%-31.3%7-7.9%96.9%71.4%36.3%70.6%-21.4%21.7%6PX(進(jìn)口CFR)-石腦油價(jià)差PTA-PX(華東)價(jià)差PTA-PX(進(jìn)口CFR)價(jià)差PET瓶級-PTA-MEG價(jià)差PET半光-PTA-MEG價(jià)差PET有光-PTA-MEG價(jià)差滌綸短纖-PTA-乙二醇價(jià)差POY-PTA-MEG價(jià)差DTY-PTA-MEG價(jià)差FDY-PTA-MEG價(jià)差粘膠短纖-進(jìn)口溶解漿-燒堿價(jià)差粘膠長絲-棉短絨-燒堿價(jià)差己內(nèi)酰胺氨肟化法價(jià)差己內(nèi)酰胺HPO法價(jià)差尼龍6-己內(nèi)酰胺價(jià)差錦綸6POY-尼龍6價(jià)差錦綸6DTY-尼龍6價(jià)差錦綸6FDY-尼龍6價(jià)差尼龍66-己二酸價(jià)差尼龍66-己二酸-己二胺價(jià)差腈綸短纖-丙烯腈價(jià)差BDO電石法價(jià)差BDO順酐法價(jià)差PTMEG-BDO價(jià)差氨綸-純MDI-PTMEG價(jià)差PTA流通環(huán)節(jié)庫存MEG庫存滌綸POY庫存滌綸FDY庫存滌綸DTY庫存滌綸短纖庫存CPL庫存錦綸切片庫存錦綸長絲庫存美元/噸天千噸天天天天萬噸天天請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工粘膠短纖庫存天990.0%580.0%580.0%580.0%AN庫存天320.0%20.0%20.0%30.0%腈綸庫存天3.0%3.0%6.3%3.0%氨綸庫存天444.3%聚酯聚合開工率%3.7%7.3%-6.1%江浙地區(qū)織機(jī)開工率%84.9%-18.9%-37.9%氯堿原鹽(山東)0.0%0.0%0.0%電石(西北)-1.0%-4.8%-3.6%-5.0%燒堿(32%離子膜,華北)-1.0%3.0%8.4%27.2%液氯(山東)-550-350 -500 -500 -466.7%PVC(乙烯法,長三角)0.0%0.0%0.0%PVC(電石法,長三角)-0.3%0.4%-0.6%PVC糊樹脂(M31,沈陽化工)-3.7%-3.7%-3.7%-2.5%純堿(輕質(zhì),華東)-2.2%-2.9%-2.9%-7.0%純堿(重質(zhì),華東)0.0%0.0%0.0%-3.4%華北玻璃（5mm，大板）元/平方米0.0%0.0%0.0%0.0%小蘇打(國內(nèi)市場價(jià)）-0.1%-0.2%-0.2%-0.3%電石-蘭炭價(jià)差-3.4%-1.8%-3.7%燒堿+液氯-原鹽價(jià)差-8.8%9.9%PVC乙烯法價(jià)差4.7%-0.5%-0.1%26.5%PVC電石法價(jià)差3.0%40.0%58.9%氨堿法價(jià)差3.2%3.2%-13.1%聯(lián)堿法價(jià)差2.8%5.8%5.8%-15.1%天然堿法價(jià)差0.5%-3.8%純堿庫存萬噸31.4%31.3%29.7%PVC社會庫存萬噸4.0%8.4%化肥尿素(山東)3.70%5.0%尿素(大顆粒,美國海灣)美元/噸0.0%6.2%5.0%碳銨(山西)0.0%0.0%0.0%-4.8%氯化銨(農(nóng)濕,江蘇華昌)0.0%0.0%0.0%-8.3%硫酸銨(山東臨沂)8.7%8.7%8.7%硫磺(鎮(zhèn)江港)0.3%4.4%4.8%5.8%磷酸一銨(55%粉,江蘇)0.0%0.00%0.0%-1.6%磷酸一銨(摩洛哥FOB)美元/噸0.0%0.8%磷酸二銨(64%,長三角)0.0%-5.1%-5.1%-5.7%磷酸二銨(美國海灣)美元/噸0.0%0.8%氯化鉀(60%粉,青海)0.0%0.0%0.0%0.0%氯化鉀(62%粉俄白,青島港)8.2%9.4%氯化鉀(溫哥華)美元/噸0.0%-0.4%3.0%3.0%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工硫酸(98%,長三角)0.0%0.0%0.0%0.0%硫酸鉀(50%,山東)5.4%7.9%9.6%9.6%復(fù)合肥(45%CL,湖北)0.0%0.0%0.0%-2.5%尿素-煙煤價(jià)差4.5%尿素-無煙煤價(jià)差9.0%2.8%7.4%尿素-LNG價(jià)差-180-165 -149 -272 -247 一銨-磷礦石-液氨-硫磺價(jià)差-4.3%-11.1%-9.0%-19.5%二銨-磷礦石-液氨-硫磺價(jià)差-4.1%-32.4%-31.0%-31.6%復(fù)合肥價(jià)差-5.9%-2.0%-7.7%-24.6%磷化工磷礦石(30%,貴州)0.0%0.0%0.0%0.0%磷礦石(68%-70%,印度CFR)美元/噸0.0%0.0%0.0%0.0%黃磷(貴州)0.0%0.6%0.6%2.2%磷酸(華東)0.0%0.0%0.0%三聚磷酸鈉(工業(yè)級,華中)0.0%0.0%0.0%0.0%工業(yè)磷酸一銨(73%)磷酸氫鈣(17%，云南)3.8%5.0%5.0%2.6%磷酸二氫鈣(貴州)-2.4%-2.4%-2.4%-2.4%二甲基亞砜(湖北興發(fā))-9.7%-9.7%-9.7%-12.5%三聚磷酸鈉-黃磷-純堿價(jià)差-3.9%-3.9%-21.3%農(nóng)藥甘氨酸(重慶)-1.9%-4.5%-6.7%-9.5%二乙醇胺(茂名實(shí)華)0.0%8.3%8.3%亞氨基二乙腈(華東)0.0%0.0%0.0%0.0%雙氧水(27.5%，山東)-8.9%-10.5%0.0%雙甘膦(98%,華東)0.0%0.0%0.0%0.0%草甘膦(華東)0.0%0.0%-0.8%-0.8%2,4D(96%,華東)0.0%0.0%0.0%0.0%阿特拉津(97%,華東)0.0%0.0%0.0%0.0%百草枯(華東)0.0%0.0%0.0%-1.7%敵草隆0.0%0.0%0.0%0.0%二甲戊靈0.0%0.0%0.0%0.0%吡啶(華東)0.0%0.0%0.0%草銨膦0.0%0.0%0.0%-2.3%氟磺胺草醚0.0%0.0%0.0%0.0%烯草酮0.0%0.0%-1.4%-2.7%硝磺草酮0.0%0.0%0.0%0.0%麥草畏(95%,華東)0.0%0.0%0.0%0.0%氯氰菊酯(江蘇揚(yáng)農(nóng))0.0%0.0%0.0%0.0%高效氯氟氰菊酯0.0%0.0%0.0%0.0%賁亭酸甲酯0.0%0.0%-2.5%-2.5%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工聯(lián)苯菊酯(99%,華東)0.0%0.0%0.0%0.0%阿維菌素精粉3.2%3.2%吡蟲啉(95%,華東)0.0%0.0%0.0%-0.7%啶蟲脒0.0%0.0%0.0%-1.4%CCMP0.0%0.0%-3.3%-3.3%噻蟲嗪0.0%0.0%0.0%0.0%毒死蜱(96%,華東)0.7%0.7%2.0%2.0%三環(huán)唑0.0%0.0%0.0%0.0%代森錳鋅0.0%0.0%0.0%0.0%甲基硫菌0.0%0.0%0.0%0.0%多菌靈(98%,華東)0.0%0.0%0.0%0.0%百菌清0.0%0.0%0.0%0.0%吡唑醚菌酯-1.3%-1.3%-1.3%-1.3%苯醚甲環(huán)唑-0.5%-0.5%-0.5%-0.5%氯乙酸(河北)0.0%0.0%0.0%0.0%三氯化磷(99%,江蘇)-2.6%-2.6%-4.3%-6.7%乙腈(吉林石化)0.0%0.0%-1.1%-1.1%對硝基氯化苯0.0%0.0%-0.8%-0.8%鄰硝基氯化苯0.8%0.8%0.0%0.0%功夫酸0.0%0.0%0.0%0.0%草甘膦甘氨酸法價(jià)差5.6%5.0%5.4%草甘膦IDA法價(jià)差2.4%-5.0%-8.4%-8.4%聚氨酯苯胺(華東)0.0%2.2%-2.1%純MDI(華東)-1.5%2.4%3.5%4.6%純MDI(進(jìn)口外盤)美元/噸0.0%2.4%2.4%2.4%聚合MDI(華東)0.0%2.2%2.7%3.3%聚合MDI(進(jìn)口外盤)美元/噸0.0%0.0%0.0%0.0%MDI綜合價(jià)格(華東)-0.5%2.2%3.0%3.7%MDI-50(華東)0.0%0.0%0.0%0.0%液化MDI(華東)0.0%3.6%4.7%TDI(華東)7.3%7.3%TDI(T80,外盤)美元/噸0.0%0.0%0.0%0.0%HDI(三聚體,華東)0.0%0.0%0.0%0.0%IPDI(華東)硬泡聚醚(華東)-3.1%-3.1%-3.1%-4.3%軟泡聚醚(華東)-0.6%0.0%0.0%-4.3%高回彈聚醚(330N,華東)-2.2%-2.2%-2.2%-3.3%CASE聚醚(220/210,華東)0.0%0.0%0.0%0.0%F141B發(fā)泡劑(華北)3.7%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工鞋底原液(鞋中底,華東)0.0%0.0%0.0%0.0%漿料(干法,華東)0.0%0.0%0.0%0.0%聚酯多元醇（AA/BG/EG,華東)0.0%0.0%0.0%-2.2%TPU(鞋材,華東)0.0%0.0%0.0%-1.4%苯胺-純苯-硝酸價(jià)差-1.0%4.8%-25.3%華東純MDI-苯胺-甲醛價(jià)差-2.4%3.2%4.4%9.0%華東純MDI-純苯-甲醛價(jià)差-2.3%2.8%4.3%華東聚合MDI-苯胺-甲醛價(jià)差0.0%2.9%3.2%7.0%華東聚合MDI-純苯-甲醛價(jià)差-0.3%2.6%2.5%華東MDI綜合價(jià)差(至純苯)-0.9%2.6%3.3%3.0%TDI-甲苯-硝酸-燒堿價(jià)差2.2%HDI-己二胺價(jià)差0.0%-5.7%-5.7%0.0%硬泡聚醚-環(huán)氧丙烷價(jià)差-14.2%-8.3%-6.3%-5.0%TPU價(jià)差-1.6%-2.2%-5.1%橡膠天然橡膠(國產(chǎn)5號標(biāo)膠)0.3%0.0%-0.2%丁苯橡膠(1502,齊魯石化)-0.8%-1.0%-1.6%3.7%順丁橡膠(BR9000,高橋石化)0.0%0.0%丁腈橡膠(N41E,華北)0.0%3.9%丁基橡膠(1751,燕山石化)0.0%0.0%0.0%6.3%氯丁橡膠(A-90,華東)0.0%0.0%0.0%0.0%SBS(815,華東)0.0%0.0%0.0%3.6%三元乙丙橡膠(J-4045,華東)0.0%0.0%0.4%0.4%防老劑RD(華北)5.3%7.7%7.7%7.3%防老劑4020(華北)8.7%促進(jìn)劑M(華北)0.0%0.0%0.0%0.0%促進(jìn)劑CZ(華北)0.0%0.0%0.0%-1.3%促進(jìn)劑NS(華北)0.0%0.0%0.0%0.0%炭黑(N330，山東)3.0%7.8%錦綸6簾子布(山東,1260-1680D)0.0%0.0%0.0%-2.5%炭黑-煤焦油價(jià)差-10.9%6.5%-4.7%-31.9%全鋼胎工廠庫存天-1.0%-3.2%-3.1%2.8%半鋼胎工廠庫存天-0.7%44-4.1%-1.6%-0.3%塑料聚碳酸酯PC(科思創(chuàng)2805,華東)0.6%0.6%0.6%2.3%PMMA(CM-207,鎮(zhèn)江奇美)-0.5%-1.6%-2.6%-2.6%LDPE(2426H,華東)3.0%2.0%-5.1%LLDPE(7042,華東)0.0%-0.6%-1.8%-6.3%HDPE(2480,華東)0.0%0.0%0.0%0.0%PP粒(1100,均聚注塑)0.7%0.6%-0.6%-1.6%PS(PG-33,華東)0.0%0.0%0.9%0.0%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工BOPP(18U,華東)0.0%0.0%0.0%0.0%BOPET(12U,華東)0.0%0.0%0.0%0.0%POM(M90,華東)3.6%3.6%3.6%ABS(PA-757K,華東)0.0%0.0%0.8%0.8%PBT(華東)-0.6%-0.6%-0.6%5.7%環(huán)氧樹脂(E51,華東)0.4%0.4%不飽和樹脂(191#,華東)0.0%0.0%0.0%DOP(華東)PBAT(康輝石化）0.0%0.0%0.0%0.0%PLA（安徽豐原）0.0%0.0%0.0%0.0%PBS（藍(lán)山屯河）0.0%0.0%0.0%0.0%聚碳酸酯PC-雙酚A價(jià)差3.4%3.4%3.4%6.6%PMMA-MMA價(jià)差-8.3%-9.7%-16.5%POM-甲醇價(jià)差2.5%5.2%6.0%6.4%PBAT-PTA-BDO-AA價(jià)差0.3%-1.6%2.4%-8.3%氟化工螢石粉(濕粉,華東)0.0%0.0%0.0%0.0%無水氫氟酸(華東)0.0%0.0%0.9%0.9%二氯甲烷(華東)4.7%4.7%-6.9%三氯甲烷(華東)0.0%0.0%4.8%4.8%三氯乙烯(華東)0.0%3.2%3.2%9.2%四氯乙烯(華東)0.0%0.0%0.0%R22(浙江)R32(浙江)0.0%0.0%0.0%2.4%R125(浙江)0.0%0.0%0.0%2.4%R134a(浙江)3.3%R410a(浙江)3.5%R143a(浙江永和)0.0%0.0%2.3%2.3%R152a(山東華安)0.0%0.0%6.5%28.9%R142b(山東華安)0.0%0.0%0.0%0.0%聚四氟乙烯（浙江巨化）0.0%0.0%0.0%0.0%六氟丙烯（魯西化工）0.0%0.0%0.0%-2.3%PVDF（粉料，東岳集團(tuán)）0.0%0.0%0.0%0.0%無水氫氟酸-螢石粉價(jià)差0.0%0.0%3.6%3.6%R22+31%鹽酸-無水氫氟酸-三氯甲烷2.0%0.8%0.7%價(jià)差R32+31%鹽酸-無水氫氟酸-二氯甲烷-0.8%-1.0%-0.8%4.2%價(jià)差R125+31%鹽酸-無水氫氟酸-四氯乙0.0%-0.2%-0.6%0.9%烯價(jià)差R134a+31%鹽酸-無水氫氟酸-三氯乙0.9%2.9%請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工烯價(jià)差烯價(jià)差 R410a-R125-R32價(jià)差元/噸000 0其他材料元/噸0.0%0.0%-10.4%-10.4%0.0%-13.2%-13.2%-1.2%-17.6%-17.6%0.0%元/噸元/噸0.0%0.0%0.0%0.0%元/噸5.5%-0.9%5.5%-0.9%4.2%4.7%-3.1%3.8%-5.3%脂肪醇(C12-14,華東)元/噸元/噸-0.9%-1.6%4.2%4.2%元/噸0.0%0.0%元/公斤0.0%0.0%0.0%元/公斤0.0%0.0%0.0%0.0%DMC-金屬硅-甲醇價(jià)差脂肪醇-棕櫚仁油價(jià)差元/噸22.4%57.6%-0.8%-0.7%-1.3%21.8%57.6%21.4%-28.1%-2.0%-2.6%25.3%-41.5%元/噸噸0.2%0.7%0.0%新能源材料元/噸-2.0%-2.6%元/噸元/噸0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%-0.6%-0.7%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%-0.6%-0.7%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%-1.5%-1.1%元/噸元/噸元/噸元/噸-0.6%-0.7%-5.0%萬元/噸萬元/噸-1.4%0.0%-0.9%0.0%0.5%0.4%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%萬元/噸0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%萬元/噸元/噸萬元/噸萬元/噸萬元/噸萬元/噸萬元/噸萬元/噸萬元/噸萬元/噸萬元/噸萬元/噸萬元/噸-4.0%萬元/噸0.0%萬元/噸0.0%0.0%0.0%0.0%5.6%2.0%5.6%2.0%5.6%4.0%7.9%7.2%-7.7%6.2%元/噸元/噸元/平方米0.0%0.0%0.0%0.0%0.0%-1.2%干法基膜(14μm)元/平方米請閱讀最后評級說明和重要聲明行業(yè)周報(bào)|基礎(chǔ)化工元/平方米0.0%0.0%0.0%0.0%銅箔(電池級,8μm)萬元/噸0.0%0.5%0.5%0.5%銅箔(電池級,6μm)萬元/噸0.0%0.5%0.5%0.5%萬元/噸0.0%0.0%0.0%0.0%萬元/噸0.0%0.0%0.0%5.6%元/噸0.0%0.0%0.0%0.0%美元/噸0.0%2.5%2.5%2.5%美元/噸0.0%0.0%0.0%0.0%元/噸2.9%3.4%5.4%元/噸2.8%2.8%3.8%元/噸2.5%2.5%2.5%元/噸0.0%0.0%0.0%0.0%元/噸-6.7%-6.7%-6.7%-6.7%元/噸0.0%0.0%-0.4%-2.9%元/噸0.0%0.0%0.0%2.4%元/平方米0.0%0.0%0.0%0.0%元/噸0.0%0.0%0.0%0.0%元/噸0.0%0.0%0.0%0.0%元/噸0.0%0.0%0.0%0.0%元/噸0.0%0.0%0.0%0.0%元/噸-1996-1907--2059--2149--2296-DMC-EO法價(jià)差元/噸-232-267 -256 -297 -370 DMC-煤制乙二醇聯(lián)產(chǎn)價(jià)差元/噸0.7%0