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20240310_天风证券_基础化工行业七部门发文:加快推动制造业绿色化发展合成氨、三氯甲烷价格上涨_20页.pdf

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20240310_天风证券_基础化工行业七部门发文:加快推动制造业绿色化发展合成氨、三氯甲烷价格上涨_20页.pdf

|1 2024 03 10()SAC S1110519070001 SAC S1110518080008 SAC S1110522110002 1-:2024-03-02 2-:-2023 12 2024-02-24 3-:R134a DMF 2024-02-20 24 2 26-3 3 24 3 4-3 10 WTI 2.5%78.01/VE/VA/PVC 5.5%/4.4%/2.4%/1.8%/1.3%/0.8%/MDI/DMF/TDI/MDI/PVC/4.5%/2.3%/2.3%/2.1%/1.8%/1.4%/1.2%/0.7%/0.6%/+47.9%-+17.2%+13.5%+12.1%+8.8%r22 1.08%300 0.2%300 1.28 21+4.12%+3.98%+2.51%+1.95%+1.72%2024-38%-32%-26%-20%-14%-8%-2%4%2023-03 2023-07 2023-11 300|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 1 A%.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 1ZEVwPnQmPqRqOsRtOpQnMbRcM7NmOpPoMmQfQnNsRlOoPmNaQpPwOMYpMnMuOpNqQ|3 21/.12 22 MDI/.13 23 TDI/.13 24 PTMEG/.13 25 PO/.13 26 PP/.13 27 PC/.13 28 PVC/.14 29 PVC/.14 30/.14 31/.14 32/.14 33/.14 34/.15 35/.15 36/.15 37 R22 R134a/.15 38 R125 R32 R410a/.15 39/.16 40/.16 1.5 2.5 3 10.6 4 10.6 5/.7 6.8 7.16 8.18|4 1.1 2024.03.04 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5785/1.9%7340/0.6%POY150D 7830/0.6%1.5D 1.46/5/6/7 40D/8 PTA/9/10 POY/|11 11/3.2.()2280/1.3%55%3150/-64%3600/60%2390/50%3500/12-/13/14/15/2.52/5.75/1.7%2.3/0.9%8.5/2.3/|12 16/17/18/19/20/21/3.3.MDI MDI 2.08/1.4%MDI 1.68/2.3%TDI TDI 1.68/1.8%PTMEG 1800 PTMEG 1.58/PO 0.91/0.8%PC 1.49/0.7%|13 22 MDI/23 TDI/,24 PTMEG/25 PO/,26 PP/27 PC/,3.4.PVC 5600/0.7%PVC 6050/0.8%2000/1.2%2100/4.5%|14 28 PVC/29 PVC/,30/31/,3.5.1.32/1.27/1.6%1.32/0.4%0.93/NS 2.33/CZ 2.15/32/33/|15 34/35/3.6.2480/1.68/36/3.7.R22 R22 2.15/R134a R134a 3.25/R125 R125 4.4/3.5%R32 R32 2.45/2.1%R410a R410a 3.35/3.1%37 R22 R134a/38 R125 R32 R410a/|16 3.8.DMC 1.7/1.8%ECT300%21/WNN 21/39/40/4.7 600309.SH 2023 1325.54 1.64%127.03 6.65%449.28 8.78%41.35 28.21%23-25 TDI MDI ADI 600426.SH 2023 193.46 15.92%29.27 47.11%69.87 7.91%12.18 18.84%2022 20 6 66 3 480t/h 002001.SZ 2023 110.12 7.54%21.01 30.22%35.94 2.74%6.18 22.48%+600486.SH 2023 92.74 29.22%13.61 16.94%22.07 37.6%2.37 91.37%42 28.28+002643.SZ 2023 7.21-7.93 0%-10%0.79-0.87/PI 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