港股异动 | 中国旭阳集团(01907)涨超6% 中东局势维持紧张 机构看好高油价下煤化工板块配置

智通财经
8 hours ago

智通财经APP获悉,中国旭阳集团(01907)涨超6%,截至发稿,涨6%,报3.71港元,成交额1.27亿港元。

消息面上,美国总统特朗普周六威胁称,如果德黑兰未能在48小时内全面重启霍尔木兹海峡通行,美国将“摧毁”伊朗的发电设施。伊朗伊斯兰革命卫队回呛,如果特朗普袭击伊朗发电站的威胁付诸实施,伊朗将立即采取4项措施,包括完全关闭霍尔木兹海峡等。光大证券称,在成本优势凸显、产业替代增强、行业格局优化的多重驱动下,煤化工板块业绩弹性与配置价值持续提升。站在当前时点,高油价环境下煤化工板块具备清晰的上行动力,值得重点关注与布局。建议关注中国旭阳集团等。

据悉,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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