基础化工行业周报：中石化年产120万吨乙烯项目投产神马尼龙6项目投料试车成功

华福证券有限责...11-17 00:00

投资要点：本周板块行情：本周，上证综合指数下跌3.52%，创业板指数下跌3.36%，沪深300 下跌3.29%，中信基础化工指数下跌3.53%，申万化工指数下跌3.57%。化工各子行业板块涨跌幅：本周，化工板块涨跌幅前五的子行业分别为合成树脂(0.08%)、绵纶(-0.55%)、轮胎(-0.97%)、氯碱(-1.63%)、食品及饲料添加剂(-1.81%)；化工板块涨跌幅后五的子行业分别为粘胶(-...

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万吨/年，成为中国石化乙烯规模最大的产业基地之一，将带动千亿级下游产业发展，助推天津精细化工和新材料产业发展走在全国前列，为京津冀协同发展持续发力。该项目以绿色智造释放发展新动能，国内首创乙烯装置与LNG 冷能耦合利用，打造中国石化首个布局炼化基地的绿色电厂，建成国内石化行业首家无人智慧实验室，全力锻造新质生产力。（资料来源：化工新材料、中国石化报）神马尼龙6 项目投料试车成功。11 月11 日，河南神马普利材料公司二期20 万吨尼龙6 切片项目一次性投料试车成功，标志着该项目即将进入高效生产阶段。该项目投资约8.9 亿元，是平煤神马集团尼龙化工核心业务发展战略规划的重要环节，采用国际先进的尼龙6 连续聚合生产工艺，建设3 条200 吨/天生产线，产品定位于薄膜、全消光等差异化、高端化尼龙6 切片。该项目综合能耗低，自动化程度高，主要原料己内酰胺和公用工程均来自尼龙城内的尼龙科技公司，采用管道输送的方式进行供应，不但质量有保障，而且节约运输成本。（资料来源：神马动态、化工新材料）投资主线一：轮胎赛道国内企业已具备较强竞争力，稀缺成长标的值得关注。全球轮胎行业空间广阔，国内轮胎企业迅速发展。建议关注：赛轮轮胎、森麒麟、通用股份、玲珑轮胎。投资主线二：消费电子有望逐渐复苏，关注上游材料企业。随着下游消费电子需求逐渐回暖复苏，面板产业链相关标的有望充分受益。部分国内企业在面板产业链部分环节成功实现进口替代，切入下游头部面板厂供应链，自身α属性充足。随着面板产业链景气度有望回暖，头部显示材料厂商有望享受行业β共振。建议关注：东材科技（光学膜核心标的，电子树脂稳步放量）、斯迪克（OCA 光学胶龙头企业）、莱特光电（OLED 终端材料核心标的）、瑞联新材（OLED 中间体及液晶材料生产商）。投资主线三：关注具有较强韧性的景气周期行业、以及库存完成去化迎来底部反转。（1）磷化工：供给端受环保政策限制，磷矿及下游主要产品供给扩张难，叠加下游新能源需求增长，供需格局趋紧。磷矿资源属性凸显，支撑产业链景气度。建议关注：云天化、川恒股份、兴发集团、芭田股份。（2）氟化工：二代制冷剂生产配额加速削减支撑盈利能力高位企稳，三代制冷剂生产配额落地在即迎来景气修复，高端氟聚合物及氟精细化学品高速发展，萤石需求资源属性增强价格阶段性高位。建议关注：金石资源（萤石资源储量、成长性行业领先）、巨化股份（制冷剂龙头企业）、三美股份、永和股份、中欣氟材。（3）涤纶长丝：库存去化至较低水平，充分受益下游纺织服装需求回暖。建议关注：桐昆股份、新凤鸣。投资主线四：经济向好、需求复苏，龙头白马充分受益。随着海内外经济回暖，主要化工品价格与需求均步入修复通道。化工行业龙头企业历经多年竞争和扩张，具有显著规模优势，且通过研发投入持续夯实成本护城河，核心竞争力显著。在需求复苏、价格回暖双重因素共振下，具有规模优势、成本优势的龙头白马具有更大弹性。建议关注：万华化学、华鲁恒升、宝丰能源等。投资主线五：关注供给异动的维生素品种。巴斯夫宣布维生素A、E 供应遭遇不可抗力，影响当前市场供给，随着维生素采买旺季的到来，供需失衡会进一步突出。建议关注：浙江医药、新和成等。风险提示宏观经济下行；油价大幅波动；下游需求不及预期","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Company 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基础化工行业周报：中石化年产120万吨乙烯项目投产 神马尼龙6项目投料试车成功

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基础化工行业周报：中石化年产120万吨乙烯项目投产神马尼龙6项目投料试车成功