行业研究——周报：大炼化周报：需求端有所改善，烯烃盈利逐渐好转

䇷࡮⹊ガᣛ઀ 㺂ѐ ⹊ガͶͶઞᣛ [Table_ReportType] [Table_StockAndRank] ⸩⋯ࣖᐛ㺂ѐ [Table_Author] ᐜࢃ᱄ 㜳Ⓠ㺂ѐ俌ᑣ࠼᷆ᐾ ᢝѐ㕌ਭφS1500518070001 㚊㌱⭫䈓φ010- 83326712 䛤㇧φzuoqianming@cindasc.com ࡎྋ哕 ⸩ौ㺂ѐ࠼᷆ᐾ ᢝѐ㕌ਭφS1500524040001 㚊㌱⭫䈓φ13261695353 䛤㇧φliuyilin@cindasc.com ؗ䗴䇷࡮㛗Գᴿ䲆ޢਮ CINDASECURITIESCO.θLTD ्Ӣᐸ㾵ค॰ᇙ↜䰞㾵ཝ㺍⭨127䠇䲻ཝড়B ᓝ 䛤㕌φ100032 [Table_Title] ཝ⛲ौઞᣛφ䴶≸ㄥᴿᡶ᭯஺θ✥⛹⳾࡟䙆⑆ླ䖢 [Table_ReportDate0] 2024ᒪ 8 ᴾ 25ᰛ ᵢᵕ޻ᇯᨆ㾷φ [Table_Summary] ¾ ള޻ཌ䠃⛯⛲ौ亯ⴤԭᐤ䐕䑠φᡠ㠩 8 ᴾ ᰛᖉઞθള޻䠃⛯ཝ⛲ौ亯ⴤԭᐤѰ 2424.79ݹ/ਫ਼θ⧥∊਎ौ+37.79ݹ/ਫ਼δ+1.58%εχളཌ䠃⛯ཝ⛲ौ亯ⴤԭᐤѰ 98.44ݹ/ਫ਼θ⧥∊਎ौ+9.48 ݹ/ਫ਼δ+0.96%εȾᡠ㠩 8 ᴾ 23ᰛᖉઞθᐹ՜⢯৕⋯ઞൽԭѰ 77.50㗄ݹ/Ậθ⧥∊਎ौ-4.51%Ⱦ ¾ ɋ⛲⋯ᶵඍɌᄻ஍୙ēަౌԙ௕ࠩ໻පݥ൫૱ēயྻౄॹྸࠄ೓ྡྷົަౌԙӛපݥ໘࿐ԅڶըඔ࿐ēԙၘפຢ࿎ޮݍීĢᄯڳ7 ၥڟ౨ٝྜय़ဒЬၐဒަٝ२߈౲ēަᄍ഻ᆂਥڳްಲޑࠋࠒ೯ۤ۔ਟ༓ௐׂܯēೇЦӤဌ༓ௐ஍࠿ଢనēၐဒޮٌݍ৫dᄻ܊୙ēဎဟਥ॓҅ߦ๯၇୙႙ަēަᄍ߬྾౥ࣂ෈ݍϠēڳޝဒޮᄘԹ౨჈dࠉᄠ·ᄻ๔ď2024ભ 8ၥ 23ఐĐēϣ৞උcWTIဒޮדιน 78.2c74.96ਥ၍/ශdюଶဒֺੋēڳઝෳюଶဒޮٌ࢈໌׶ຏԹd ¾ ɋौᐛᶵࣖ€·ᄻю·ժᄆъପరēܤٝଶޮٌ჈ԹϢྡྷd࡮඘ࣿࢡē๶නֺੋē·ᄻࡪྐྵ๶ᅭᄢ޿༉೴२ࠀ౨ᄻӖ׶႙ަē༓ௐܯ਄ݍಖēю߬גถပൎۚᅧēೇЦޮٌჱӵၮ໻Ģࡪτ๶Сଶޮٌ໌׶ຏ໻dEVAဎဟ·ᄻϦדಓСᅭᄢޟ༣පк޿༉ēСଶޮٌ໌׶౨჈dҢΆޮٌ໌׶౨჈ēΆྐྵ๶ޮٌ໌׶ຏԹdτ๶᣶ဎဟ໻ྜࢗٝؕ۠౨໻ēԿަຏဓೇЦћ༣ଢనēСଶޮٌћ༣ຏ໻ĢMMAဎဟ٢ٓᄆъ႙ஜēޮٌჱӵ౨໻d ¾ ɋ㚐䞥ᶵඍɌ·ᄻࡪᱡ͐ࣖСଶޮٌᄷ໯໌׶ຏྭd౨ဓֺੋēᄻઝ PXೇЦ٢࿫ပൎൊ߈ēӬဎဟںෳݪၗϠѩೇЦēჼ඘٢࿫ժճޮٌઔပᄆъēຏဓ༓ௐέՎပຫēСଶޮٌ໌׶ຏ໻ĢPTAޮٌ໌׶ຏܡēMEGޮٌ໌׶౨჈dԔৡЩഔֺੋē·ᄻю·ժᄆъζຣϢޤē௶֗տ೴Ь౥ӉၽྡྷՇԅභޮெ༢ēͱޮปћອճืՇēຏဓࢗٝ৑ഹ௶ပൎඔಖēӬ໭႙ՈӦຏӒပຫēఏྻذ༓ϰ৹นᅖdဎဟ౨ဓю·ժ໌׶ຏ໻ēԿަտ೴Ь౥Ӊၽභޮெ༢ēԔৡЩഔ࿴ॆ໌׶౨჈ēӬ໻ྜပൎद࣏dիຘރାଫޮٌ໌׶ຏԹd ¾ 6 ཝ⛲ौޢਮ⏞䐂ᑻφᡠ↘ 2024ᒪ 8 ᴾ 23ᰛθ6 ᇬ≇㩛ཝ⛲ौޢਮ䘇жઞ㛗ԭ⏞䐂ᑻѰ㦙ⴑ⸩ौδ-1.14%εȽᚈ࣑⸩ौδ-0.82%εȽђᯯⴑ㲯δ-1.38%εȽᚈ䙮⸩ौδ+0.49%εȽẆ᰼㛗Գδ-1.55%εȽ᯦ࠚ呙δ-1.48%εȾ䘇жᴾ⏞䐂ᑻѰ㦙ⴑ⸩ौδ-8.62%εȽᚈ࣑⸩ौδ-7.45%εȽђᯯⴑ㲯δ-8.89%εȽᚈ䙮⸩ौδ-12.45%εȽẆ᰼㛗Գδ-15.02%εȽ᯦ࠚ呙δ-21.54%εȾ ¾ פຢ࿙ഭġδ1εཝ⛲ौ㻻㖤ᣋӝȽ䗴ӝ䘑ᓜу਀人ᵕȾδ2εᇅ㿸㔅⎄໔䙕с┇θሲ㠪䴶≸ㄥ㺞⧦уᥥȾδ3ε൦㕎᭵⋱ԛ਀঺ቊቲ䈰⧦䊗ሯ⋯ԭ࠰⧦ཝᑻᓜⲺᒨᢦȾδ4εPX -PTA-PETӝѐ䬴ӝ㜳Ⲻ䠃ཝ਎ࣞȾ 䈭䰻䈱ᴶ੄ж享ރ䍙༦᱄਀ؗᚥᣡ䵨 htp://www.cindasc.com2 ള޻ཌ䠃⛯ཝ⛲ौ亯ⴤԭᐤ∊䖹 㠠 2020ᒪ 1 ᴾ 4 ᰛ㠩 2024ᒪ ᴾ ᰛθᐹ՜⢯ઞൽ৕⋯ԭṲ⏞ᑻѰ θᡇԢṯᦤ䇴䇗ᯯṾθԛ঩ᵕᐸ൰ԭṲሯള޻ૂളཌ䠃⛯ཝ⛲ौ亯ⴤڐԭᐤ䐕䑠θള޻䠃⛯ཝ⛲ौ亯ⴤઞൽԭᐤ⏞䐂ᑻѰ θളཌ䠃⛯ཝ⛲ौ亯ⴤઞൽԭᐤ⏞䐂ᑻѰ Ⱦ ᡠ㠩 ᴾ ᰛᖉઞθള޻䠃⛯ཝ⛲ौ亯ⴤԭᐤѰ ݹ/ਫ਼θ⧥∊਎ौݹ/ਫ਼δεχളཌ䠃⛯ཝ⛲ौ亯ⴤԭᐤѰ ݹ/ਫ਼θ⧥∊਎ौݹ/ਫ਼δεȾᡠ㠩 ᴾ ᰛᖉઞθᐹ՜⢯৕⋯ઞൽԭѰ 㗄ݹ/Ậθ⧥∊਎ौ-4.51%Ⱦ ෍ 1ġڳઝӖय़ܤົંᄻէޮЕď၍յēਥ၍ශĐ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ෍ 2ġڳෳӖय़ܤົંᄻէޮЕď၍յēਥ၍ශĐ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ 䈭䰻䈱ᴶ੄ж享ރ䍙༦᱄਀ؗᚥᣡ䵨 htp://www.cindasc.com3 ⛲⋯ᶵඍ ¾ ၐဒġࠉᄠ 2024ભ 8 ၥ 23ఐӲᄻēڳޝၐဒޮٌჱӵຏ໻dᄻ஍୙ēަౌԙ௕ࠩ໻පݥ൫૱ēயྻౄॹྸࠄ೓ྡྷົަౌԙӛපݥ໘࿐ԅڶըඔ࿐ēԙၘפຢ࿎ޮݍීĢᄯڳ7 ၥڟ౨ٝྜय़ဒЬၐဒަٝ२߈౲ēަᄍ഻ᆂਥڳްಲޑࠋࠒ೯ۤ۔ਟ༓ௐׂܯēೇЦӤဌ༓ௐ஍࠿ଢనēၐဒޮٌݍ৫dᄻ܊୙ēဎဟਥ॓҅ߦ๯၇୙႙ަēަᄍ߬྾౥ࣂ෈ݍϠēڳޝဒޮᄘԹ౨჈dࠉᄠ·ᄻ๔ď2024ભ 8 ၥ 23ఐĐēϣ৞උcWTIဒޮדιน 78.2c74.96ਥ၍/ශd ¾ юଶဒġюଶဒޮٌ࢈໌׶ຏԹdڳઝೇЦġં஍ڳઝИဒc୺ဒc۔ਟᄻ࢈ޮדιน 7497.43ď-46.29Đc8921.14ď-53.00Đc6737.14ď-62.86Đ၍/յēნۦ143.35ď-0. 69 Đc170.57ď-0.78Đc128.81ď-1.03Đਥ၍/ශēူၐဒޮЕדιน 3460.91ď+149.85Đc4884.62ď+143.13Đc2700.62ď+133.27Đ၍/յēნۦ65.86ď+2.96Đc93.08ď+2.87Đc51.32ď+2.63Đਥ၍/ශd ෍ 3ġၐဒcڳઝИဒޮٌރޮЕďਥ၍ශēਥ၍ශĐ ෍ 4ġၐဒcڳઝИဒޮЕďਥ၍ශēਥ၍ශĐ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ෍ 5ġၐဒcڳઝ୺ဒޮٌރޮЕďਥ၍ශēਥ၍ශĐ ෍ 6ġၐဒcڳઝ୺ဒޮЕďਥ၍ශēਥ၍ශĐ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ෍ 7ġၐဒcڳઝ୺ဒޮٌcଛঌރଛ֟ޮЕď၍յĐ ෍ 8ġڳઝ୺ဒޮٌcଛঌޮЕď၍յĐ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ 䈭䰻䈱ᴶ੄ж享ރ䍙༦᱄਀ؗᚥᣡ䵨 htp://www.cindasc.com4 ෍ 9ġၐဒcڳઝИဒޮٌcଛঌރଛ֟ޮЕď၍յĐ ෍ 10 ġڳઝИဒޮٌcଛঌޮЕď၍յĐ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ᆇॸࣿၗġฃԄē໰Ӓᄃ௪ཙ֟ᄯ໯ ളཌᡆ૷⋯ԭṲȽ ԭᐤ᛻߫φ ¾ Պ઒ཐೇЦġ·ᄻ໭ަୁИဒc୺ဒc۔ਟᄻ࢈ޮדιน 4716.21ď-210.79Đ