中东战乱推高油价,石油基塑料涨价能理解,可以煤炭为原料的宝丰化工,聚丙烯(PP)为啥也跟着涨?更让人看不懂的是,刚看到宝丰最新跌了50元/吨,中煤和中石化却反而涨了100元/吨,都是做塑料的,差别为啥这么大?其实不管是宝丰的跟涨,还是三者的涨跌分化,都不是“趁火打劫”,更不是乱涨乱跌,背后全是产业链逻辑和企业自身的理性选择。先澄清:煤化工,从来没和石油“绝缘”很多人觉得,煤制PP用的是煤炭,和国际...
Source Link中东战乱推高油价,石油基塑料涨价能理解,可以煤炭为原料的宝丰化工,聚丙烯(PP)为啥也跟着涨?更让人看不懂的是,刚看到宝丰最新跌了50元/吨,中煤和中石化却反而涨了100元/吨,都是做塑料的,差别为啥这么大?其实不管是宝丰的跟涨,还是三者的涨跌分化,都不是“趁火打劫”,更不是乱涨乱跌,背后全是产业链逻辑和企业自身的理性选择。先澄清:煤化工,从来没和石油“绝缘”很多人觉得,煤制PP用的是煤炭,和国际...
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