推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 受國內(nèi)需求改善及原油價格上漲影響，本周大宗商品全線上行，其中LME銅、鋁、鋅價格大漲3.02%、2.17%和6.91%，而錫、鎳價格分別上漲了1.88%和4.44%。同時國內(nèi)經(jīng)濟(jì)數(shù)據(jù)顯示下游需求繼續(xù)回暖，上周國內(nèi)主要基本金屬庫存繼續(xù)下降，同時海外美元繼續(xù)走軟，原油價格受周末多哈凍產(chǎn)協(xié)議影響大幅飆升,相關(guān)人士認(rèn)為下游進(jìn)入需求旺季，多哈凍產(chǎn)協(xié)議或?qū)⑦_(dá)成對大宗商品價格支撐明顯，同時各品種受供給側(cè)改革影響，復(fù)產(chǎn)跡象并不明顯，維持行業(yè)“推薦”評級。
堅定看好電解鋁，供給側(cè)改革使得停產(chǎn)產(chǎn)能難以恢復(fù)。雖然電解鋁價格底部至今漲幅超過20%，但從觀察到的數(shù)據(jù)來看,下游停產(chǎn)產(chǎn)能復(fù)產(chǎn)并不明顯，年初至今因價格而復(fù)產(chǎn)的僅有20萬噸左右。電解鋁產(chǎn)能難以恢復(fù)的因素：一是關(guān)停的電解鋁產(chǎn)能完全成本線基本上在1.25萬元/噸以上，目前價格下企業(yè)復(fù)產(chǎn)難以盈利；二是受供給側(cè)改革影響，停產(chǎn)的電解鋁廠難以籌集流動資金，銀行對過剩產(chǎn)能的資金投放收緊，復(fù)產(chǎn)的財務(wù)成本基本在800元/噸；三是停槽時間長，恢復(fù)生產(chǎn)需要2月左右的檢修時間，并且氧化鋁供應(yīng)緊張，因此復(fù)產(chǎn)的時間比預(yù)期長。同時有關(guān)人員也堅定看好電解鋁價格的上漲空間：一是下游的需求仍將維持8%左右的增長，在新增產(chǎn)能和停產(chǎn)產(chǎn)能短期難以恢復(fù)的情況下，供需缺口將很快修復(fù)，并且略顯供不應(yīng)求；二是成本端也在上漲，上月至今氧化鋁價格快速上漲了20%，動力煤價格年初至今也上漲了100元/噸，從而導(dǎo)致電力成本上升約0.06元/度，電解鋁成本上漲了700元/噸。我們堅定看好電解鋁未來的表現(xiàn)。重點推薦中孚實業(yè)、云鋁股份、中國宏橋等。
