化工12月月报：出口强劲固定资产完成额增幅收窄

中国国际金融股...2025-01-23

行业近况2024 年12 月国际油价震荡上升：主要供给端OPEC+减产执行率高且延期至2025 年第一季度末、地缘政治风险仍然存在，同时美国原原油库存下降所致。2024 年以来化工行业投资增速下行，我们预计本轮化工品产能扩张有望于2H25 进入尾声阶段；同时国内政策持续加码有望驱动化工品需求增速回升，叠加大宗原材料价格回落缓解成本压力，中游化工行业盈利拐点有望渐行渐近。评论截至2024 年12 ...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123092713960d72b3&s=b><strong>中国国际金融股...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>行业近况2024 年12 月国际油价震荡上升：主要供给端OPEC+减产执行率高且延期至2025 年第一季度末、地缘政治风险仍然存在，同时美国原原油库存下降所致。2024 年以来化工行业投资增速下行，我们预计本轮化工品产能扩张有望于2H25 进入尾声阶段；同时国内政策持续加码有望驱动化工品需求增速回升，叠加大宗原材料价格回落缓解成本压力，中游化工行业盈利拐点有望渐行渐近。评论截至2024 年12 ...</p>\n\n<a 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化工12月月报：出口强劲 固定资产完成额增幅收窄

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化工12月月报：出口强劲固定资产完成额增幅收窄