20240304_兴业证券_化工行业:氢能产业政策有望推动行业发展原油、EVA、制冷剂、有机硅、MDI、维生素等价格上涨_24页.pdf
请 务必阅读 正文之 后的信 息披露 和重要声 明 industryId investSuggestion investSuggestion(investSuggestionChange emailAuthor S0190520010003 S0190522030003 S0190521100002 S0190522070006 S0190523070006 summary 2024 2 26-3 1 CCPI CCPI 0.5%1.1%3.2%6.1%C(99%,)13%(27.5%)12%NBP 12%TTF 12%TTF()11%11%EV A V6110S 11%LNG 11%(60%,)-18%(,)-9%-8%(,)-7%-5%()-5%-5%-4%-+80%-+75%-+73%+41%DMC-+32%R410a-R125-R32-200%-129%-55%-33%-30%2024 2024/2023 2024 title EV A MDI createTime1 2024 3 4 请 务必阅读 正文之 后的信 息披露 和重要声 明-2-2023Q4 AI OLED AI 2 AI OpenAI AI Sora 60s Gemini Pro 1.5 PPO PI low-IDC 2023 36.2%2022Q4 10.3%13.9%Counterpoint 2024 Mate 60 BCI 2023Q4 51.23%OLED OLED 1000-2000 CINNO Research 2023 AMOLED 6.9 16.1%30.9%35.1%OLED IT OLED 2023 13.9 43.2%OLED ETC WUAZxOnQoNnMrPsRrMpQnMbRbP6MnPpPsQnRlOoOoNlOrRmR7NqQxPxNoNoNxNpPmO 请 务必阅读 正文之 后的信 息披露 和重要声 明-3-2 2024 3 1 2 29 2024 2024 3 15 2025 4 30 500 200 700:2024 1 1 4 30 2024 5 1 9 30 2024 10 1 2025 4 30 3 15 1-2 CRU(30 15)请 务必阅读 正文之 后的信 息披露 和重要声 明-4-EV A EVA 90.44%-2.62pcts EV A EV A(EA28150)1450/1.4%EV A(1157)1480/9.6%EV A(V5110J)12300/4.2%EV A(V6110M)12800/4.9%;EV A(V6110S)13500/10.7%EV A-5864 25.8%R32 R125 R134a R410a R32 R125 R134a:R134a R410a 3 2032.0 21.6%R32()24500/4.3%R125()42000/5%R134a()32500/1.6%R410a()33000/3.1%R32+31%-12701/8.5%R125+31%-27789/8.1%R134a+31%-4.1%C K3 C K3 C(99%,)26.5/12.8%K3(MSB96%,)90/9.1%MDI 25/MDI MDI 请 务必阅读 正文之 后的信 息披露 和重要声 明-5-MDI MDI 8 TPU MDI MDI()21400/2.4%MDI()2300/2.2%MDI()17800/2.9%MDI()21600/2.9%MDI-12735/4.1%MDI-15654/4.2%MDI-9135/5.8%MDI-12054/5.5%MDI()13549/4.9%DMC(DMC)()16700/8.4%DMC-5185/31.8%OPEC+OPEC+29 2 ISM PMI 49.1 47.8 2024 3 1 WTI 78.01/6.3%Brent 83.55/6.4%2024 2 23 419.9 4.47 3.60 74.3 164.6 51 2024 2 23 1330/请 务必阅读 正文之 后的信 息披露 和重要声 明-6-1467.4 10/1495.7/17.7/81.5%0.9 pcts 2024 3 1 506 3 LNG LNG 41.96 7.73%16 LNG 28 12 182.83 55.59%LNG 71.18 20.08+39.3%3 1 LNG 4200/400/CTO MTO 83.94%1.04 pcts 1.24 pcts 76.68%MTO/CTO/MTP 90.50%0.67 pcts 8.24 pcts 29.96%44.38%6.95 pcts 2.94 pcts 3 1 Q5500 936/10/2730/70/HDPE 2480 8950/PP 1100 7220/30/MTO PP PE-105/195/CTO PP PE 3873/60/40.49 1.16+2.94%130.76 4.29%76.69 1.32%3 1 4586/84/-130/156/PX PTA PTA PTA 8982/PTA 872.1/8109.9/81.63%3 1 PX CFR 1037/2/PTA 5890/45/PTA-PX CFR 438/57/请 务必阅读 正文之 后的信 息披露 和重要声 明-7-69.06 6.29%56.42%19.66 pcts 59.10%25.58 pcts 12.35 2.83 14.69 1.80 POY DTY FDY 24 28 24+3+2+3 3 1 POY 7875/25/DTY 9100/50/FDY 8480/POY 92/1250/DTY 117/2475/FDY 67/1855/68.38%0.39 pcts 60.53%6.96 pcts 40.00%44.22%7.49 pcts 3 1 6050/50/-1107/68/9250/350/-319/134/57.56%2.33 pcts UPR 33%18 pcts 3 1 6670/110/-678/334/7951 3 1 8200/200/-3000/70.0%0.6 pcts PA66 TPU PBAT+2.0 pcts+5.55 pcts 0 pct 61.00%56.82%7.22%3 1 10000/150/-2146/8/请 务必阅读 正文之 后的信 息披露 和重要声 明-8-1 中国化工品价格指数 CCPI-2024/03/01 4630 4605 0.5%4568 1.4%4580 1.1%4603 0.6%人民币对美元汇率(中间价)-2024/03/01 7.1059 7.1064 0.0%7.1036 0.0%7.1006 0.1%7.1123-0.1%人民币对欧元汇率(中间价)-2024/03/01 7.7017 7.7102-0.1%7.6858 0.2%7.7320-0.4%7.6792 0.3%美元指数-2024/03/01 104.14 103.97 0.2%104.28-0.1%103.06 1.0%104.00 0.1%S&P500-2024/03/01 5096.27 5088.80 0.1%5005.57 1.8%4906.19 3.9%4604.37 10.7%黄金现货价/2024/03/01 2048.05 2027.45 1.0%1997.90 2.5%2045.85 0.1%2008.10 2.0%CRB 商品价格指数-2024/03/01 523.33 521.02 0.4%522.64 0.1%522.68 0.1%523.48 0.0%货代运价指数 CFFI:中国-欧洲-2024/03/01 2230 2230 0.0%2132 4.6%2132 4.6%2120 5.2%货代运价指数 CFFI:中国-北美-2024/03/01 5032 5032 0.0%5032 0.0%3377 49.0%2629 91.4%WTI 期货(主连合约)/2024/03/01 79.97 76.49 4.5%79.19 1.0%72.28 10.6%71.23 12.3%Brent 期货(主连合约)/2024/03/01 83.55 81.62 2.4%83.47 0.1%77.33 8.0%75.84 10.2%WTI 期货(次月合约)/2024/03/01 77.45 77.93-0.6%77.59-0.2%73.79 5.0%69.59 11.3%Brent 期货(次月合约)/2024/03/01 81.91 82.7-1.0%82.16-0.3%78.41 4.5%74.24 10.3%WTI 期货(第 12 月合约)/2024/03/01 71.74 72.45-1.0%72.85-1.5%70.43 1.9%69.19 3.7%Brent 期货(第 12 月合约)/2024/03/01 79.37 79.90-0.7%79.73-0.5%76.93 3.2%74.32 6.8%WTI 现货/2024/03/01 78.26 79.71-1.8%78.03 0.3%73.82 6.0%69.34 12.9%Brent 现货/2024/03/01 84.55 85.51-1.1%85.305-0.9%83.06 1.8%74.315 13.8%Dubai 现货/2024/03/01 80.53 82.43-2.3%82.36-2.2%80.19 0.4%75.02 7.3%Cinta 现货/2024/03/01 78.58 79.99-1.8%79.63-1.3%78.1 0.6%72.74 8.0%美国原油钻井数 2024/03/01 503 503 0.0%497 1.2%499 0.8%503 0.0%美国商业原油库存 2024/03/01 447163 442964 0.9%439450 1.8%421912 6.0%445031 0.5%Brent-WTI 期货主连合约 价差/2024/03/01 3.58 5.13-30.2%4.28-16.4%5.05-29.1%4.61-22.3%WTI 主连合约-次月合约/2024/03/01 2.52-1.44-1.6 57.5%-1.51-1.64 53.7%Brent 主连合约-次月合约/2024/03/01 1.64-1.08-1.31 25.2%-1.08-1.60 2.5%WTI 主连合约-第 12 月合约/2024/03/01 8.23 4.04 103.7%6.34 29.8%1.85 344.9%2.04 303.4%Brent 主连合约-第 12 月合约/2024/03/01 4.18 1.72 143.3%3.74 11.9%0.40 943.4%1.52 175.8%三地原油简单 10 天平移均价/2024/03/01 82.10 81.72 0.5%80.99 1.4%79.87 2.8%78.63 4.4%中国 92#汽油(镇海炼化)/2024/03/01 9519 9519 0.0%9519 0.0%9519 0.0%9588-0.7%中国 0#柴油(镇海炼化)/2024/03/01 7945 7945 0.0%7945 0.0%7945 0.0%8005-0.7%美国 87#汽油/2024/03/01 223 223 0.0%223 0.0%223 0.0%184 20.9%美国柴油(纽约)/2024/03/01 267 277-3.5%283-5.6%272-1.8%259 3.1%欧洲 ARA 柴油(CIF)/2024/03/01 834 852-2.1%887-6.0%858-2.8%778 7.2%亚洲柴油(新加坡)/2024/03/01 100 102-2.4%104-4.5%104-4.7%95 4.8%92#汽油新加坡 FOB/2024/03/01 96 96 0.0%96-0.3%95 0.8%85 13.6%含硫 0.05%柴油新加坡 FOB/2024/03/01 101 104-2.6%106-4.0%106-4.6%95 6.9%航空煤油新加坡 FOB/2024/03/01 101 102-1.2%104-2.8%104-2.9%101 0.2%新加坡石脑油 FOB/2024/03/01 73.83 72.06 2.5%73.82 0.0%70.81 4.3%68.15 8.3%请 务必阅读 正文之 后的信 息披露 和重要声 明-9-日本石脑油 CFR/2024/03/01 699 682 2.5%687 1.7%663 5.4%633 10.3%美国 LPG/2024/03/01 86 87-1.6%94-8.6%93-8.2%69 23.4%液化气(华东)/2024/03/01 5450 5450 0.0%5550-1.8%5550-1.8%5860-7.0%丙烷(华东冷冻 CFR)/2024/03/01 613 617-0.6%630-2.7%600 2.2%642-4.5%丁烷(华东冷冻 CFR)/2024/03/01 628 632-0.6%645-2.6%610 3.0%652-3.7%正丁烷(山东)元/吨 2024/03/01 5287 5014 5.4%4834 9.4%4943 7.0%5315-0.5%基础油(150SN,东北)/2024/03/01 8500 8500 0.0%8300 2.4%8300 2.4%8300 2.4%120#溶剂油(华东)/2024/03/01 7200 7200 0.0%7200 0.0%7200 0.0%7350-2.0%混调高硫 180CST(华东)/2024/03/01 5400 5400 0.0%5300 1.9%5300 1.9%5100 5.9%58#半炼石蜡(华南)/2024/03/01 8500 8350 1.8%8250 3.0%8250 3.0%9050-6.1%重交沥青(华南)/2024/03/01 3830 3830 0.0%3830 0.0%3830 0.0%3680 4.1%改性沥青(华南)/2024/03/01 4815 4815 0.0%4815 0.0%4815 0.0%4665 3.2%国内主营汽油出厂 价-原油价差/2024/03/01 217.52 231.94-6.2%218.40-0.4%264.80-17.9%282.74-23.1%国内主营柴油出厂 价-原油价差/2024/03/01 124.69 139.11-10.4%125.54-0.7%171.90-27.5%188.93-34.0%国内主营成品油价-原油价差/2024/03/01 108.85 116.35-6.4%109.31-0.4%133.44-18.4%142.68-23.7%国际汽油市场价-原 油价差/2024/03/01 128.39 142.87-10.1%128.99-0.5%175.04-26.7%55.64 130.7%国际柴油市场价-原 油价差/2024/03/01 171.59 215.43-20.3%219.72-21.9%232.61-26.2%205.64-16.6%国际成品油市场价-WTI 原油价差/2024/03/01 114.12 136.35-16.3%131.17-13.0%148.35-23.1%108.21 5.5%国际成品油市场价-Brent 原油价差/2024/03/01 100.16 116.34-13.9%114.48-12.5%128.65-22.1%90.24 11.0%新加坡 FOB 汽油价-Brent 原油价差/2024/03/01 149.79 164.10-8.7%152.57-1.8%190.30-21.3%114.51 30.8%新加坡 FOB 柴油价-Brent 原油价差/2024/03/01 95.85 129.63-26.1%126.30-24.1%177.20-45.9%107.29-10.7%新加坡 FOB 航空煤油价-Brent原油价差/2024/03/01 141.89 165.79-14.4%164.83-13.9%211.79-33.0%197.96-28.3%美湾 WTI321 价差/2024/03/01 23.79 22.54 5.6%23.13 2.9%23.13 2.9%11.46 107.6%美湾 Brent321 价差/2024/03/01 13.84 13.57 2.0%15.33-9.7%15.33-9.7%6.49 113.3%亚洲 Minas321 价差/2024/03/01 17.80 16.85 5.6%18.44-3.5%18.44-3.5%14.26 24.8%中东 Dubai321 价差/2024/03/01 17.56 16.12 8.9%17.70-0.8%18.06-2.7%13.69 28.3%中国沥青开工率%2024/03/01 39.41 37.63 4.7%29.13 35.3%37.92 3.9%42.80-7.9%美国炼厂开工率%2024/03/01 81.50 80.60 1.1%80.60 1.1%82.90-1.7%90.50-9.9%美国 Henry Hub 期货(主连合约)/MMBtu 2024/03/01 1.86 1.73 7.4%1.58 17.5%2.05-9.3%2.59-28.0%英国 NBP 现货(远期合约)/Therm 2024/03/01 63.25 57.9 9.2%60 5.4%70-9.6%98.5-35.8%美国 Henry Hub 现货/MMBtu 2024/03/01 1.67 1.6 4.4%1.53 9.2%2.15-22.3%2.52-33.7%美国 N.Y.Hub 现货/MMBtu 2024/03/01 1.49 1.35 10.4%1.34 11.2%1.85-19.5%1.98-24.7%英国 NBP 现货/MMBtu 2024/03/01 8.12 7.28 11.5%7.56 7.4%8.86-8.4%12.21-33.5%德国 GPL 现货/MMBtu 2024/03/01 22.7 22.73-0.1%22.62 0.4%22.84-0.6%22.67 0.1%TTF 现货/2024/03/01 25.2 22.6 11.5%24.21 4.1%27.4-8.0%40.66-38.0%TTF 期货(次月合约)/2024/03/01 25.3 22.85 10.7%25.07 0.9%28.85-12.3%40.45-37.5%日本 LNG 现货/MMBtu 2024/03/01 8.22 8.20 0.2%8.70-5.5%9.72-15.4%15.10-45.6%中国 LNG 现货(华北)/2024/03/01 4200 3800 10.5%4000 5.0%4800-12.5%5800-27.6%美国天然气库存 2024/03/01 2374 2470-3.9%2530-6.2%2659-10.7%3719-36.2%无烟煤(Q6500,晋城)/2024/03/01 1160 1060 9.4%1060 9.4%1060 9.4%1340-13.4%烟煤(Q5500,山西优 混)/2024/03/01 936 946-1.1%916 2.2%916 2.2%941-0.5%请 务必阅读 正文之 后的信 息披露 和重要声 明-10-动力煤(Q5500,环渤 海指数)/2024/03/01 730 730 0.0%728 0.3%730 0.0%730 0.0%焦精煤(太原)/2024/03/01 2060 2060 0.0%2060 0.0%2060 0.0%2010 2.5%煤焦油(华东)/2024/03/01 4704 4387 7.2%4306 9.2%4316 9.0%4304 9.3%工业萘(华东)/2024/03/01 5900 6050-2.5%5900 0.0%5900 0.0%5550 6.3%兰炭/2024/03/01 1051 1051 0.0%1051 0.0%1051 0.0%1188-11.5%焦炭(河北)/2024/03/01 2010 2110-4.7%2375-15.4%2210-9.0%2310-13.0%冶金焦(一级,华 北)/2024/03/01 2225 2300-3.3%1800 23.6%2375-6.3%2450-9.2%气化焦(山西)/2024/03/01 1800 1800 0.0%2210-18.6%1800 0.0%1800 0.0%焦炭-焦精煤价差 元/吨 2024/03/01-1080-980-880-880-705-C1 乙二醇(华东)/2024/03/01 4586 4670-1.8%4700-2.4%4648-1.3%4064 12.8%草酸(山东)/2024/03/01 3500 3500 0.0%3500 0.0%3500 0.0%3600-2.8%液氨(山东)/2024/03/01 2680 2510 6.8%2430 10.3%2715-1.3%3770-28.9%尿素(山东)/2024/03/01 2230 2250-0.9%2280-2.2%2180 2.3%2470-9.7%三聚氰胺(四川)/2024/03/01 6950 6900 0.7%6800 2.2%6800 2.2%6900 0.7%硝酸(华东)/2024/03/01 1600 1600 0.0%1600 0.0%1625-1.5%2340-31.6%硝酸铵(陕西)/2024/03/01 3600 3600 0.0%3600 0.0%3600 0.0%3600 0.0%硝酸钠(华东)/2024/03/01 2700 2800-3.6%2800-3.6%2800-3.6%3700-27.0%甲醇(华东)/2024/03/01 2730 2660 2.6%2670 2.2%2580 5.8%2460 11.0%一甲胺(华鲁)/2024/03/01 5200 5050 3.0%5200 0.0%5200 0.0%5200 0.0%二甲胺(华鲁)/2024/03/01 6000 6000 0.0%6000 0.0%5950 0.8%5900 1.7%三甲胺(华鲁)/2024/03/01 7000 7000 0.0%7000 0.0%7000 0.0%7500-6.7%DMF(华东)/2024/03/01 4790 4790 0.0%4890-2.0%4840-1.0%5050-5.1%醋酸(华东)/2024/03/01 3100 3150-1.6%3200-3.1%3250-4.6%3400-8.8%醋酐(华鲁)/2024/03/01 5300 5500-3.6%5850-9.4%5850-9.4%5900-10.2%醋酸乙烯(华东)/2024/03/01 7500 7500 0.0%7500 0.0%7100 5.6%5900 27.1%PVA(1799,四川维尼 纶)/2024/03/01 12700 12500 1.6%12300 3.3%12300 3.3%11600 9.5%醋酸乙酯(华东)/2024/03/01 6140 6160-0.3%6425-4.4%6450-4.8%6575-6.6%醋酸丁酯(华东)/2024/03/01 7750 7850-1.3%7925-2.2%7950-2.5%7500 3.3%甲醛(河北)/2024/03/01 1120 1120 0.0%1120 0.0%1120 0.0%1080 3.7%甲酸(国内)/2024/03/01 3400 3400 0.0%3400 0.0%3400 0.0%4000-15.0%二甲醚(河南)/2024/03/01 3800 3800 0.0%3800 0.0%3800 0.0%3650 4.1%乙二醇-乙烯价差/2024/03/01 130 285-54.6%317-59.2%411-68.5%-31-乙二醇-烟煤价差/2024/03/01 1216 1264-3.8%1402-13.3%1350-9.9%679 79.0%煤制草酸价差/2024/03/01 4267 4203 1.5%4249 0.4%4183 2.0%4300-0.8%淀粉制草酸价差/2024/03/01 1901 1900 0.0%1887 0.7%1899 0.1%2015-5.7%液氨-烟煤价差/2024/03/01 1276 1091 17.0%1056 20.8%1341-4.8%2149-40.6%尿素-液氨价差/2024/03/01 622 744-16.4%822-24.3%551 12.9%314 98.1%三聚氰胺-尿素价差/2024/03/01 260 150 73.3%-40-260 0.0%-350-请 务必阅读 正文之 后的信 息披露 和重要声 明-11-硝酸铵-液氨价差/2024/03/01 2528 2596-2.6%2628-3.8%2514 0.6%2176 16.2%甲醇-烟煤价差/2024/03/01 1326 1241 6.8%1296 2.3%1206 10.0%1099 20.7%MTO 价差(乙烯/丙烯-甲醇)/2024/03/01-763-672-705-679-480-MTO 价差(PP/PE-甲醇)/2024/03/01 1060 1270-16.5%1240-14.5%1460-27.4%1670-36.5%一甲胺-甲醇-液氨 价差/2024/03/01 914 930-1.7%1113-17.9%1049-12.9%1157-21.0%二甲胺-甲醇-液氨 价差/2024/03/01 1105 1269-12.9%1285-14.0%1255-11.9%983 12.4%DMF-甲醇-液氨价差/2024/03/01 442 594-25.6%714-38.1%658-32.8%414 6.8%醋酸-甲醇价差/2024/03/01 1599 1687-5.2%1732-7.7%1831-12.7%2020-20.8%醋酐-醋酸价差/2024/03/01 1425 1563-8.8%1850-23.0%1788-20.3%1650-13.6%乙烯法醋酸乙烯价 差/2024/03/01 2532 2538-0.2%2502 1.2%2153 17.6%925 173.6%电石法醋酸乙烯价 差/2024/03/01 2305 2286 0.8%2251 2.4%1719 34.1%485 374.9%PVA-电石价差/2024/03/01 6882 6714 2.5%6514 5.6%6326 8.8%5764 19.4%二甲醚-甲醇价差/2024/03/01-22 76-128.9%62-135.5%188-111.7%136-116.2%C2 乙烷(MB)美元/加仑 2024/03/01 0.1912 0.1900 0.7%0.1851 3.3%0.2146-10.9%0.2258-15.3%乙烯(韩国 FOB)/2024/03/01 925 910 1.6%910 1.6%880 5.1%850 8.8%环氧乙烷(华东)/2024/03/01 6700 6700 0.0%6700 0.0%6600 1.5%6400 4.7%纯萘减水剂(华东)/2024/03/01 3630 3630 0.0%3630 0.0%3630 0.0%3650-0.5%聚羧酸减水剂单体 TPEG(华东)/2024/03/01 7400 7400 0.0%7300 1.4%7300 1.4%7150 3.5%乙烯-石脑油价差/2024/03/01 227 228-0.8%223 1.6%217 4.3%190 19.1%乙烯-乙烷价差/2024/03/01 740 726 1.9%731 1.2%672 10.1%631 17.2%环氧乙烷-乙烯价差/2024/03/01 1055 1146-8.0%1148-8.1%1234-14.5%1210-12.8%C3 丙烷(山东)/2024/03/01 5100 5100 0.0%5150-1.0%5250-2.9%5550-8.1%丙烯(韩国 FOB)/2024/03/01 816 816 0.0%816 0.0%816 0.0%811 0.6%丙烯(华东)/2024/03/01 6865 6840 0.4%6875-0.1%6800 1.0%7050-2.6%环氧丙烷(华东)/2024/03/01 9025 9075-0.6%9175-1.6%9125-1.1%9425-4.2%碳酸二甲酯 DMC(华东)/2024/03/01 3950 3975-0.6%4000-1.3%4000-1.3%4300-8.1%丙二醇(华东)/2024/03/01 8400 8300 1.2%8100 3.7%8100 3.7%8800-4.5%丙烯酸(华东)/2024/03/01 6050 6100-0.8%5975 1.3%5975 1.3%6025 0.4%SAP(日系,华南)/2024/03/01 12650 12650 0.0%12650 0.0%12650 0.0%12650 0.0%丙烯酸甲酯(华东)/2024/03/01 9150 9550-4.2%9400-2.7%9400-2.7%9950-8.0%丙烯酸丁酯(华东)/2024/03/01 9250 9600-3.6%9650-4.1%9600-3.6%8950 3.4%正丁醇(华东)/2024/03/01 8550 8850-3.4%8950-4.5%9050-5.5%7950 7.5%异辛醇(华东)/2024/03/01 12175 12250-0.6%12350-1.4%12350-1.4%12050 1.0%环氧氯丙烷(华东)/2024/03/01 8250 8350-1.2%8350-1.2%8400-1.8%8400-1.8%丙烯腈(长三角)/2024/03/01 9600 9250 3.8%9250 3.8%9300 3.2%10100-5.0%NPG(华东)/2024/03/01 10300 10200 1.0%9900 4.0%9900 4.0%9000 14.4%丙烯酰胺(华东)/2024/03/01 9700 9700 0.0%9700 0.0%9700 0.0%9900-2.0%丙烯-丙烷价差/2024/03/01 80.4 75.6 6.3%60 34.0%96-16.3%19 323.2%请 务必阅读 正文之 后的信 息披露 和重要声 明-12-丙烯-石脑油价差/2024/03/01 117.5 134-12.5%129-8.9%153.25-23.3%151-22.3%环氧丙烷-丙烯价差/2024/03/01 3258.4 3329.4-2.1%3400-4.2%3413-4.5%3503-7.0%碳酸二甲酯/丙二醇 联产价差/2024/03/01 2658 2620 1.5%2410 10.3%2509 5.9%3218-17.4%丙烯酸-丙烯价差/2024/03/01 1107.2 1175.2-5.8%1025 8.0%1079 2.6%949 16.7%丙烯酸甲酯-原材料 价差/2024/03/01 3057.9 3441.8-11.2%3393.1-9.9%3426.4-10.8%3960.3-22.8%丙烯酸丁酯-原材料 价差/2024/03/01 319 453-29.6%516-38.2%404-21.0%406-21.4%SAP-丙烯酸价差/2024/03/01 7447 7404 0.6%7511.5-0.9%7511.5-0.9%7468.5-0.3%异辛醇-丙烯价差/2024/03/01 6683 6778-1.4%6850-2.4%6910-3.3%6410 4.3%丙烯腈-丙烯-合成 氨价差/2024/03/01 1051.75 813 29.4%816.25 28.9%802.5 31.1%917.5 14.6%NPG-丙烯价差/2024/03/01 7004.8 6916.8 1.3%6600 6.1%6636 5.6%5616 24.7%C4 碳四原料气(齐鲁石 化)/2024/03/01 5350 5150 3.9%5150 3.9%5000 7.0%6000-10.8%醚后 C4(燕山石化)/2024/03/01 5200 5000 4.0%5050 3.0%5000 4.0%5550-6.3%丁二烯(韩国 FOB)/2024/03/01 1300 1240 4.8%1150 13.0%1070 21.5%970 34.0%丁二烯(华东)/2024/03/01 11250 10500 7.1%10200 10.3%9750 15.4%9000 25.0%丁酮(华东)/2024/03/01 8200 8000 2.5%7800 5.1%7750 5.8%7250 13.1%烷基化汽油(华东)/2024/03/01 8200 8000 2.5%8150 0.6%8150 0.6%8200 0.0%顺酐(华东)/2024/03/01 6670 6780-1.6%6720-0.7%6720-0.7%6710-0.6%MTBE(石大胜华)/2024/03/01 6650 6600 0.8%6550 1.5%6500 2.3%6600 0.8%叔丁醇/2024/03/01 9500 9700-2.1%9700-2.1%9700-2.1%9700-2.1%季戊四醇(98%,湖北 宜化)/2024/03/01 11500 11500 0.0%11500 0.0%11500 0.0%11500 0.0%异丁烯(华东)/2024/03/01 10600 10600 0.0%10600 0.0%10600 0.0%10600 0.0%异丁醛(华鲁)/2024/03/01 9300 9000 3.3%8900 4.5%8900 4.5%7600 22.4%MAA(华东)/2024/03/01 15200 15200 0.0%15000 1.3%15000 1.3%16000-5.0%MMA(华东)/2024/03/01 13050 12750 2.4%12250 6.5%12450 4.8%11350 15.0%丁二烯-醚后 C4 价差/2024/03/01 4698 4200 11.9%3837 22.4%3450 36.2%2007 134.1%丁酮-醚后 C4 价差/2024/03/01 3000 3000 0.0%2750 9.1%2750 9.1%1700 76.5%烷基化汽油-碳四原 料气价差/2024/03/01 2850 2850 0.0%3000-5.0%3150-9.5%2200 29.5%顺酐-碳四原料气价 差/2024/03/01 678 1012-33.0%952-28.8%1120-39.5%-10-MTBE 气分醚化法价差/2024/03/01 1756 1857-5.4%1984-11.5%2422-27.5%293 499.7%C3 法 MMA 价差/2024/03/01 7215.50 6957.00 3.7%6504.50 10.9%6838.00 5.5%5864.50 23.0%C4 法 MMA 价差/2024/03/01 3272.4 2994.8 9.3%2491.6 31.3%2720.4 20.3%1642.8 99.2%C5 裂解 C5(华东)/2024/03/01 5800 5800 0.0%5800 0.0