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 節(jié)后需求復(fù)蘇稀土板塊觸底反彈:隨著節(jié)后下游廠商復(fù)工提速,稀土采購(gòu)需求提升。短期來看,由于節(jié)前廠商備貨不足,造成目前市場(chǎng)供應(yīng)較為緊張,隨著整治黑稀土步入常態(tài)化,市場(chǎng)對(duì)中長(zhǎng)期供給收縮預(yù)期強(qiáng)烈。同時(shí)一季度新能源銷量亮眼,上游鋰鈷價(jià)格持續(xù)上漲,帶動(dòng)市場(chǎng)對(duì)于釹鐵硼等稀土材料的關(guān)注熱情提升,磁材板塊本周表現(xiàn)亮眼。
鋰鈷板塊熱情不減鈷價(jià)繼續(xù)上行:本周鈷價(jià)繼續(xù)上漲,MB鈷(高級(jí))本周上漲1.3%,報(bào)價(jià)39美元/磅,年初至今上漲8.33%;MB鈷(低級(jí))本周上漲0.65%,報(bào)價(jià)38.75美元/磅,年初至今上漲10.71%。新能源汽車補(bǔ)貼落地有望刺激下游汽車廠商逐步轉(zhuǎn)向高密度的三元電池,同時(shí)年初至今鈷價(jià)持續(xù)上漲,加劇部分企業(yè)惜售意愿,我們認(rèn)為鈷價(jià)今年有望保持上漲態(tài)勢(shì),相關(guān)個(gè)股業(yè)績(jī)有望再次提升,建議關(guān)注華友鈷業(yè)、洛陽鉬業(yè)、寒銳鈷業(yè)。今年上半年碳酸鋰新增產(chǎn)能有限,行業(yè)供需仍處于緊平衡狀態(tài),我們認(rèn)為今年碳酸鋰全年均價(jià)并不會(huì)出現(xiàn)大幅下滑,建議關(guān)注今年新增產(chǎn)能率先釋放,業(yè)績(jī)穩(wěn)步增長(zhǎng)的相關(guān)標(biāo)的。
四次加息預(yù)期提升工業(yè)金屬價(jià)格有所回落:隨著美債收益率不斷提升,市場(chǎng)對(duì)美聯(lián)儲(chǔ)年內(nèi)四次加息預(yù)期逐漸形成,受此影響本周LME工業(yè)金屬價(jià)格有所回落。我們認(rèn)為加息預(yù)期對(duì)價(jià)格只是階段性打壓,全球經(jīng)濟(jì)復(fù)蘇對(duì)需求的拉動(dòng)是中長(zhǎng)期趨勢(shì)。我們繼續(xù)推薦關(guān)注已步入長(zhǎng)周期慢牛格局的銅板塊。
關(guān)稅言論提升避險(xiǎn)情緒貴金屬價(jià)格先抑后揚(yáng):受周初美聯(lián)儲(chǔ)新任主席鮑威爾偏鷹派言論,貴金屬價(jià)格有所下跌。隨后特朗普表示將對(duì)進(jìn)口鋼鐵和鋁分別征稅25%和10%,市場(chǎng)避險(xiǎn)情緒提升,貴金屬價(jià)格隨之回升。我們認(rèn)為今年美國(guó)再通脹預(yù)期逐漸形成,同時(shí)國(guó)內(nèi)PPI上漲有望向CPI逐步過渡,利好貴金屬價(jià)格。
