截至午间收盘,中证石化产业指数上涨0.2%,中证稀土产业指数下跌0.7%。
产业层面,涤纶长丝下游库存已消耗至低位,多数企业库存水平仅1个月左右,“金三银四”消费旺季下,预计3月底库存将消耗殆尽,长丝产销有望迎来修复。开源证券认为,全球去库临近尾声,待地缘冲突缓和后,全球化工行业将迎来确定性补库行情,化工品盈利有望改善。
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