金吾财讯 | 中信建投发研报指,在节后开工+油价上行的推动之下,本周该机构所跟踪的154个化工品中,扩散指数(周度环比涨价的品类占比)达到64.94%,环比+4.55%,涨价品种蔓延。与上周价差指数的收窄不同,本周化工品价差指数快速拉升至过去10年的13.65%,环比+9.39%,油价的上行开始在中游产品传导。继续看好在周期底部油价的抬升带来涨价去库存,新的一轮库存周期有望启动。
金吾财讯 | 中信建投发研报指,在节后开工+油价上行的推动之下,本周该机构所跟踪的154个化工品中,扩散指数(周度环比涨价的品类占比)达到64.94%,环比+4.55%,涨价品种蔓延。与上周价差指数的收窄不同,本周化工品价差指数快速拉升至过去10年的13.65%,环比+9.39%,油价的上行开始在中游产品传导。继续看好在周期底部油价的抬升带来涨价去库存,新的一轮库存周期有望启动。
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