截至午間收盤,中證石化產(chǎn)業(yè)指數(shù)上漲0.2%,中證稀土產(chǎn)業(yè)指數(shù)下跌0.7%。
產(chǎn)業(yè)層面,滌綸長絲下游庫存已消耗至低位,多數(shù)企業(yè)庫存水平僅1個(gè)月左右,“金三銀四”消費(fèi)旺季下,預(yù)計(jì)3月底庫存將消耗殆盡,長絲產(chǎn)銷有望迎來修復(fù)。開源證券認(rèn)為,全球去庫臨近尾聲,待地緣沖突緩和后,全球化工行業(yè)將迎來確定性補(bǔ)庫行情,化工品盈利有望改善。
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