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|1 2024 03 10()SAC S1110519070001 SAC S1110518080008 SAC S1110522110002 1-:2024-03-02 2-:-2023 12 2024-02-24 3-:R134a DMF 2024-02-20 24 2 26-3 3 24 3 4-3 10 WTI 2.5%78.01/VE/VA/PVC 5.5%/4.4%/2.4%/1.8%/1.3%/0.8%/MDI/DMF/TDI/MDI/PVC/4.5%/2.3%/2.3%/2.1%/1.8%/1.4%/1.2%/0.7%/0.6%/+47.9%-+17.2%+13.5%+12.1%+8.8%r22 1.08%300 0.2%300 1.28 21+4.12%+3.98%+2.51%+1.95%+1.72%2024-38%-32%-26%-20%-14%-8%-2%4%2023-03 2023-07 2023-11 300|2 1.4 2.4 2.1.4 2.2.5 2.3.6 3.6 3.1.10 3.2.11 3.3.12 3.4.13 3.5.14 3.6.15 3.7.15 3.8.16 4.16 5.18 1 A%.4 2%.5 3 A PB.6 4 A PE TTM_.6 5/.10 6/.10 7 40D/.10 8 PTA/.10 9/.10 10 POY/.10 11/.11 12-/.11 13/.11 14/.11 15/.11 16/.12 17/.12 18/.12 19/.12 20/.12 1ZEVwPnQmPqRqOsRtOpQnMbRcM7NmOpPoMmQfQnNsRlOoPmNaQpPwOMYpMnMuOpNqQ|3 21/.12 22 MDI/.13 23 TDI/.13 24 PTMEG/.13 25 PO/.13 26 PP/.13 27 PC/.13 28 PVC/.14 29 PVC/.14 30/.14 31/.14 32/.14 33/.14 34/.15 35/.15 36/.15 37 R22 R134a/.15 38 R125 R32 R410a/.15 39/.16 40/.16 1.5 2.5 3 10.6 4 10.6 5/.7 6.8 7.16 8.18|4 1.1 2024.03.04 2 2024.03.04 2100 Pembroke 200 Grenian Hydrogen Speke Sullom Voe Tees Tees Suffolk 7 875 3 2024.03.07 ICIS MGC 2025 1 OX PA CG Ester Corp 50%4 2024.03.08 15 40 10 5 2024.03.08 2023 6765.4 9.4%4486.7 8.6%6291.5()9.2%2023 2.2.1.1.08%300 0.2%300 1.28 21 1 A%wind+4.12%+3.98%+2.51%+1.95%+1.72%|5 2%wind 2.2.+43.27%+36.03%+24.21%+21.21%+15.88%+13.73%ST+13%+12.67%*ST+11.95%+11.33%1(/)(%)(%)(%)(%)603580.SH 13.84 43.27 42.98-7.05-7.05 300067.SZ 4.87 36.03 30.56 56.59 56.59 002632.SZ 8.21 24.21 28.89-16.90-16.90 002319.SZ 13.03 21.21 19.32-5.72-5.72 300107.SZ 4.67 15.88 16.46-12.38-12.38 603360.SH 11.60 13.73 14.40 9.74 9.74 000525.SZ ST 7.65 13.00 11.35-10.32-10.32 301555.SZ 32.90 12.67 16.92-21.54-21.54 600589.SH*ST 4.31 11.95 17.12 35.11 35.11 688639.SH 120.59 11.33 9.12-4.22-4.22 wind-15.45%-11.95%-10.3%-10.06%-9.72%-7.51%-7.46%-7.06%-6.99%-6.95%2(/)(%)(%)(%)(%)300405.SZ 4.98-15.45-20.19-22.91-22.91 300530.SZ 17.83-11.95-12.21-36.21-36.21 300910.SZ 39.17-10.30-10.10-14.74-14.74 430489.BJ 6.44-10.06-12.14-17.65-17.65 000635.SZ 7.15-9.72-18.10-20.29-20.29 600165.SH 1.97-7.51-9.22-41.72-41.72 688659.SH 7.07-7.46-6.11-43.21-43.21 300072.SZ 2.50-7.06-5.30-28.77-28.77 300487.SZ 46.05-6.99-8.45-13.21-13.21 300169.SZ 5.89-6.95-6.36-17.97-17.97 wind|6 2.3.3 8 PB 1.88 A PB 1.38 PE 19.74 A PE 13.68 3 A PB 4 A PE TTM_ wind wind 3.341 68 77 196 65 26 31 8 3 10 24/03/08/352 238 47.90%53.71%-/3400 2900 17.24%-11.69%/2780 2450 13.47%33.65%/851 759 12.12%20.54%/3.7 3.4 8.82%8.82%/10.7 10 7.00%10.31%/10 9.4 6.38%12.36%/530 500 6.00%6.00%E:/67.5 64 5.47%13.45%/4946 4702 5.19%17.76%Wind 4 10 24/03/08/7000 7800-10.26%-10.26%/8800 9800-10.20%-12.00%CBOT/528.5 576.25-8.29%-15.84%-/3350 3550-5.63%-4.96%/8100 8550-5.26%-8.99%/180 190-5.26%16.13%/10733 11317-5.16%-3.52%/2080 2180-4.59%-13.33%/2100 2200-4.55%-28.21%/8750 9150-4.37%-10.26%Wind|7 5/2024/03/08-(1110)(1260)-446 702-36.38%-70.89%A-942 1095-14.02%-19.15%PTA-PX 109 224-51.34%-47.85%-259 280-7.54%-61.60%-1183 1319-10.30%38.41%-1391 1361 2.20%31.10%-(141)(71)-1385 1454-4.74%-13.56%PVA-6454 6292 2.57%17.43%DMF-12 312-96.15%-97.14%PVC-409 479-14.51%301.72%PVC-2254 2269-0.63%-22.99%-1200 1216-1.27%-39.09%-1300 1391-6.50%-38.68%-1714 2520-31.98%-44.02%MDI-8389 8359 0.36%21.27%MDI-10872 11405-4.67%3.51%MDI-12389 12259 1.06%9.47%MDI-14872 15305-2.83%-0.21%TDI-12417 12729-2.45%-0.86%BDO-2040 1820 12.09%222.53%-3136 3204-2.12%-15.36%-2730 2783-1.89%3.51%-PTA-815 750 8.63%11.32%POY-PTA-1294 1226 5.57%21.19%FDY-PTA-2664 2551 4.44%12.51%-5150 5150 0.00%17.05%-36500 36465 0.10%0.41%-MDI-PTMEG 13871 13817 0.39%7.15%PA6-7138 6855 4.13%0.43%PA66-19537 19421 0.60%-1.46%-5482 5576-1.69%0.00%-1684 2313-27.19%-53.20%-(850)(850)-1783 1783 0.00%14.45%ABS-1439 1371 5.00%4.83%PC-A 6368 6355 0.20%5.33%POM-10876 10876 0.00%-4.43%BOPET-1245 1176 5.87%3.23%PBAT-PTA-BDO-AA 2626 2001 31.22%15.96%-945 911 3.73%20.39%-10 200-95.00%-98.46%-2340 2540-7.87%8.33%-1177 1194-1.38%7.59%()-794 851-6.72%-21.66%()-836 953-12.30%15.87%256 260-1.66%103.43%-229 200 14.15%20.14%-925 1563-40.82%-47.20%-875 725 20.69%174.51%|8-11172 10812 3.33%-3.23%-CCMP 33000 33000 0.00%-4.62%-9330 9444-1.21%0.93%-9100 9100 0.00%13.89%R22-12216 12711-3.89%16.33%R32-12280 11780 4.24%233.70%R125-27456 26334 4.26%125.94%R134a-18009 18009 0.00%59.10%R410a-R125-R32(750)(750)-DMC-4686 4386 6.84%90.08%-(4089)(4045)-(1350)(1355)-DOP-559 619-9.65%61.31%EVA-4996 4989 0.13%-13.87%-/6 1.8%16 76%3 4 DMC PVC PVC 0.7%PVC 0.8%PVC PVC 1.95%81.76%PVC 0.25%89.68%PVC 1.2%4.5%2024 10 4265 375 3262 19 1602 11 1073 3 587 88.62%81.57%4.4%4871.6 3 7 3981.5 81.73%3 7 10220 8150 79.75%VA VA 2.4%A 100/90/100/82-83/VE VE 5.5%E 75/100/65/83.2%|9 0.6%63.05%67.85%54.84%20 30 86.62%56.42%3/7 86.22%8.19%9 5-8 5-6 4-5 4 4-5 3-4 3-4 3-6 4-5 3-4 1.3%18.26 0.98%0.3 44.54%8.44%4858 4.2%MDI MDI 2.3%MDI 1.4%40/3 4 30 2 19 B MDI 8 TPU 5-6 3-4 3 TDI TDI 1.8%TDI 2024 3 4 30 TDI TDI 2.3%0.82%83.66%214900 0.99%41.4%0.44%DMF DMF 2.1%DMF 17885 DMF DMF wind 24/03/08|10 3.1.1.5D 1.34/120D 4.35/40D 2.99/PTA 5785/1.9%7340/0.6%POY150D 7830/0.6%1.5D 1.46/5/6/7 40D/8 PTA/9/10 POY/|11 11/3.2.()2280/1.3%55%3150/-64%3600/60%2390/50%3500/12-/13/14/15/2.52/5.75/1.7%2.3/0.9%8.5/2.3/|12 16/17/18/19/20/21/3.3.MDI MDI 2.08/1.4%MDI 1.68/2.3%TDI TDI 1.68/1.8%PTMEG 1800 PTMEG 1.58/PO 0.91/0.8%PC 1.49/0.7%|13 22 MDI/23 TDI/，24 PTMEG/25 PO/，26 PP/27 PC/，3.4.PVC 5600/0.7%PVC 6050/0.8%2000/1.2%2100/4.5%|14 28 PVC/29 PVC/，30/31/，3.5.1.32/1.27/1.6%1.32/0.4%0.93/NS 2.33/CZ 2.15/32/33/|15 34/35/3.6.2480/1.68/36/3.7.R22 R22 2.15/R134a R134a 3.25/R125 R125 4.4/3.5%R32 R32 2.45/2.1%R410a R410a 3.35/3.1%37 R22 R134a/38 R125 R32 R410a/|16 3.8.DMC 1.7/1.8%ECT300%21/WNN 21/39/40/4.7 600309.SH 2023 1325.54 1.64%127.03 6.65%449.28 8.78%41.35 28.21%23-25 TDI MDI ADI 600426.SH 2023 193.46 15.92%29.27 47.11%69.87 7.91%12.18 18.84%2022 20 6 66 3 480t/h 002001.SZ 2023 110.12 7.54%21.01 30.22%35.94 2.74%6.18 22.48%+600486.SH 2023 92.74 29.22%13.61 16.94%22.07 37.6%2.37 91.37%42 28.28+002643.SZ 2023 7.21-7.93 0%-10%0.79-0.87/PI 300019.SZ 2023 26.06 3.3%3.15 25.9%2023 21/5/26/|17 301035.SZ 2023 85.19 28.51%7.22 44.74%34.75 15.99%2.97 28.93%2022 12 31 300 4,900 Sarabia 131 688106.SH 2023 17.8 23.87%2.59 53.31%6.46 27.45%0.97 37.72%2021 24000/5000/268/2022 5 2023 3 1700 1000 002597.SZ 2023 40.93 25.96%5.64 57.71%14.19 26.43%1.6 66.54%22 17-688269.SH 2023 13.4 3.11%0.98 44.21%3.7 18.2%0.07 86.01%2023 A 5 30 5 PVC PDH 688639.SH 2023 13.64 38.67%3.2 47.42%5.14 44.92%1.29 46.19%2022 5 5 PDO 5 20 A 000553.SZ 2023 246.6 12.17%-10.42 7.68 74.07 20.20%-8.0 0.36 Q2 Q3 603599.SH 2023 50.91 23.04%13.23 28.48%13.19 37.57%3.01 50.49%wind|18 8 EPS PE 22 23E 24E 22 23E 24E 22 23E 24E 600309.SH 77.18 2423.3 31.4 162.3 182.3 239.1 5.2 5.8 7.6 14.9 13.3 10.1 600426.SH 26.30 558.4 21.2 62.9 45.0 65.6 3.0 2.1 3.1 8.9 12.4 8.5 002001.SZ 17.91 553.6 30.9 36.2 30.1 38.7 1.2 1.0 1.3 15.3 18.5 14.3 600486.SH 52.82 214.6 4.1 17.9 16.0 19.3 4.4 3.9 4.8 12.0 13.4 11.1 002643.SZ 14.82 137.8 9.3 7.2 7.6 10.0 0.8 0.8 1.1 19.0 18.2 13.8 301035.SZ 70.19 195.6 2.8 14.1 12.1 14.5 5.1 4.3 5.2 13.7 16.2 13.5 688106.SH 19.91 97.0 4.9 2.3 3.4 4.3 0.5 0.7 0.9 42.4 28.9 22.6 002597.SZ 17.83 101.6 5.7 17.0 7.6 10.9 3.0 1.3 1.9 5.9 13.4 9.3 688269.SH 27.94 36.5 1.3 2.2 1.6 2.6 1.7 1.2 2.0 16.5 23.4 13.9 603155.SH 17.94 40.5 2.3 3.0 5.8 6.9 1.3 2.6 3.0 13.4 7.0 5.9 A 000553.SZ 6.19 137.5 23.3 6.1 6.4 6.9 0.3 0.3 0.3 23.8 22.4 20.8 688639.SH 120.59 190.0 1.6 3.2 4.7 6.6 3.0 3.0 4.2 40.9 40.7 29.0 688550.SH 36.81 50.5 1.4 2.5 1.6 2.4 2.5 1.2 1.7 14.6 31.5 21.2 603281.SH 23.48 87.7 3.7 10.4 7.0 8.2 2.8 1.9 2.2 8.4 12.5 10.7 wind wind 2024/03/08 5.2024 1 AI XR 2|19 3 4|20/6 300 6 300 20%10%-20%-10%-10%-10%5%-5%-5%-5%B 11 100088 3 A 23 2301 570102(0898)-65365390 6 4 200086(8621)-65055515(8621)-61069806 5033 71 518000(86755)-23915663(86755)-82571995
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