国海证券研报指出，东方盛虹2025年上半年国际国内环境复杂多变，石化行业在供需两端面临多重挑战，原油价格呈宽幅震荡、中枢下移趋势，叠加部分下游行业需求阶段性承压，公司营业收入增长受到一定影响。上半年，公司EVA新增40万吨/年产能，进一步扩宽了公司的新能源、新材料产业矩阵，公司EVA总产能已经达到90万吨，行业龙头地位稳固。在POE方面，公司10万吨的POE工业化装置正在按计划建设中，预计2025年三季度将建成投产。公司在石化及化工新材料、聚酯化纤领域深耕多年，已形成烯烃、芳烃“双链”并延、协同发展的产业格局，成为国内独特的具备“油头、煤头、气头”全覆盖的大型能源化工企业。公司确立了“对内深度赋能、对外寻求突破”两大AI技术应用核心方向，致力于打造公司高质量发展新引擎，看好公司长期发展。公司目前已实现“油头”“煤头”与“气头”三种烯烃制取工艺路线全覆盖，持续培育绿色负碳产业链，看好公司成长性，维持“买入”评级。
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