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截至2025年10月15日,氨纶亏损已超两年
截至2025年10月15日,氨纶亏损已超两年
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所属报告:
【开源证券】基础化工行业投资策略:“反内卷”为盾,需求为矛,化工有望迎来新一轮景气周期-251118(51页).pdf
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行业亏损已久,产能有所出清。根据百川盈孚的数据,截至 2025 年 10 月 15 日,氨纶平均毛利润为-5,028 元/吨,已连续亏损超两年。根据中国化工信息杂志、天天化工网、百川盈孚报道,晓星氨纶 5.44 万吨、常熟泰光 2.8 万吨产能将逐步关停,连云港杜钟 3 万吨产能长期关停,标志着氨纶行业产能出清正在进行。据卓创资讯数据,截至 2025 年 10 月,氨纶装置投产超过 20 年的合计有 18.3 万吨。推荐标的:华峰化学。受益标的:新乡化纤。
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【开源证券】基础化工行业投资策略:“反内卷”为盾,需求为矛,化工有望迎来新一轮景气周期-251118(51页).pdf
2026年基础化工行业报告:在建工程降10%,竞争格局与发展趋势分析
【开源证券】基础化工行业投资策略:“反内卷”为盾,需求为矛,化工有望迎来新一轮景气周期-251118
磷化工产品价格:2025年以来,磷矿石、黄磷、磷酸、磷铵、磷酸氢钙等产品均价相较2024年均价上涨
未来氨纶行业产能扩张以华峰化学等为主
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