PVC能否成为下一个电解铝?

华尔街见闻
Feb 09

PVC行业正站在重估的临界点。东方证券研究所分析师倪吉、万里扬于2月8日发布深度报告,自2025年底以来,PVC概念股集体异动引发市场关注,但商品价格涨幅有限,市场普遍将其归因于4月出口退税取消前的抢出口行情。报告以电解铝为对照,提出一个大胆判断:压制PVC景气度的因素已发生根本性转变,资产价值重估窗口正在打开。分化的能耗经济学报告指出,PVC与电解铝同为高耗能产品,电力占成本结构核心。2022...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10