港股异动 | 中国旭阳集团(01907)涨超10% 美伊冲突或令甲醇多数产能面临危机

智通财经
Mar 19

智通财经APP获悉,中国旭阳集团(01907)涨超10%,截至发稿,涨10.44%,报4.02港元,成交额1.69亿港元。

消息面上,伊朗南帕尔斯气田(供应约40%天然气)及阿萨鲁耶甲醇重镇遭美以袭击,多数产能停摆,修复需数周至数月。伊朗革命卫队警告将打击沙特、阿联酋、卡塔尔石油设施,冲突升级。据一德期货,阿萨鲁耶作为伊朗甲醇生产重镇,伊朗全部的1716万吨产能中有1320万吨聚集此处,接近全国总产能的80%,而南帕尔斯气田是阿萨鲁耶甲醇原料天然气的唯一来源地。

公开资料显示,中国旭阳集团作为中国最大的焦炉煤气制甲醇生产商,目前运营的甲醇年产能达60万吨,是公司“醇氨”产业链条上的核心环节之一。除此外,该公司还是全球最大的独立焦炭生产商、全球领先的己内酰胺生产商。

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