【景气拐点未至，瓶片价格以加工差为锚运行】金十期货8月29日讯，1. 瓶片产业仍处在景气周期底部。供应端，自2022年起，瓶片产能进入快速扩张周期，截至2024年8月，中国瓶片产能达到1943万吨，年内仍有约300万吨产能待投放，2022-2024年平均产能增速将达到28.

金十财经08-29

【景气拐点未至，瓶片价格以加工差为锚运行】金十期货8月29日讯，1. 瓶片产业仍处在景气周期底部。供应端，自2022年起，瓶片产能进入快速扩张周期，截至2024年8月，中国瓶片产能达到1943万吨，年内仍有约300万吨产能待投放，2022-2024年平均产能增速将达到28.1%。产能结构上，瓶片产业集中度较高，中国瓶片龙头生产企业为逸盛、三房巷、华润和万凯，4家企业产能合计1510万吨，产能占比...

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