基础化工行业周报：新一轮钾肥涨价潮或将到来 TDI价格上行

上海证券有限责...2025-02-13

市场行情走势过去一周（2.3-2.9），基础化工指数涨跌幅为3.03%，沪深300指数涨跌幅为1.98%，基础化工板块跑赢沪深300指数1.05个百分点，涨跌幅居于所有板块第18位。基础化工子行业涨跌幅靠前的有：粘胶（6.43%）、纺织化学制品（5.19%）、改性塑料（5.06%）、其他橡胶制品（5.01%）、非金属材料（4.89%）。化工品价格走势周涨幅排名前五的产品分别为：二乙醇胺（...

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美盛钾肥公司（MOS）上涨2.55%。钾肥行业作为全球高度集中垄断产业，加拿大、俄罗斯及白俄罗三国垄断了全球68%的钾资源，区域性价格调整都将对全球钾肥价格带来冲击。对于本次直接受波及的钾肥市场以及背后的全球粮食安全体系保障的博弈也将带来不确定性。投资建议当前时点建议关注如下主线：1、制冷剂板块。随着三年基数期结束，三代制冷剂行业供需格局将迎来再平衡，价格中枢有望持续上行，建议关注金石资源、巨化股份、三美股份、永和股份。2、化纤板块。建议关注华峰化学、新凤鸣、泰和新材。3、建议关注万华化学、华鲁恒升、鲁西化工、宝丰能源等优质标的。4、轮胎板块。建议关注赛轮轮胎、森麒麟、玲珑轮胎。5、农化板块。建议关注亚钾国际、盐湖股份、兴发集团、云天化、扬农化工。6、优质成长标的。建议关注蓝晓科技、圣泉集团、山东赫达。维持基础化工行业“增持”评级。风险提示原油价格波动，需求不达预期，宏观经济下行","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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