(以下内容从国金证券《基础化工行业研究:多产品涨价,谷歌2026年资本开支指引超预期》研报附件原文摘录)本周市场有所震荡,其中申万化工指数下跌2.09%,跑输沪深300指数0.76%。行业边际变化方面,基础化工行业,本周化工品呈现“淡季不淡”的特征,多产品价格强势上行,包括:烟酰胺、甲酸、赖氨酸,往后看,建议继续关注供需两端有变化的产品,比如:出口占比高的产品。汽车行业,从近期的迹象看,中国车企...
Source Link(以下内容从国金证券《基础化工行业研究:多产品涨价,谷歌2026年资本开支指引超预期》研报附件原文摘录)本周市场有所震荡,其中申万化工指数下跌2.09%,跑输沪深300指数0.76%。行业边际变化方面,基础化工行业,本周化工品呈现“淡季不淡”的特征,多产品价格强势上行,包括:烟酰胺、甲酸、赖氨酸,往后看,建议继续关注供需两端有变化的产品,比如:出口占比高的产品。汽车行业,从近期的迹象看,中国车企...
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