玻纤24Q2：盈利环比改善扩张仍继续

华泰证券股份有...09-09

24H1 玻纤企业收入利润同比延续下滑，龙头延续扩张关注供需变化节奏24H1 玻纤行业产量同比增速延续回落，供需有所改善，随着Q2 开始大范围复价落地，玻纤企业经历了从盈利探底到盈利恢复的过程，Q2 部分玻纤企业收入同比已恢复增长，毛利率环比改善。据卓创资讯，截至9 月5 日玻纤粗纱及电子纱价格同比均已高于去年同期，有望带动Q3 玻纤企业盈利能力延续改善。同时，龙头企业产能延续扩张份额有望提升，但...

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玻纤24Q2：盈利环比改善 扩张仍继续

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玻纤24Q2：盈利环比改善扩张仍继续