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|1 2023 04 16()SAC S1110519070001 SAC S1110518080008 SAC S1110522110002 1-:D3 2023-04-09 2-:2023-04-02 3-:VE 2023-03-26 MMA TDI 4 11 2023 2030 2035 WTI 2.3%82.52/TDI/5.7%/1.9%/0.4%/0.4%PVC/MDI/PVC/3.3%/2.2%/2%/1.6%/1.5%/0.9%/MDI/DMF/VE/VA+68.4%+11.1%+10.2%MMA+6.1%+6%MMA MMA MMA MMA TDI TDI 0.48%300 0.76%0.28 17+5.44%+3.46%+2.44%+1.03%+1.03%1 2 3-16%-12%-8%-4%0%4%8%12%2022-04 2022-08 2022-12 300|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 WUBYvMsPmPoPoQsRqNrOmN7NcM9PmOoOtRtQjMnNsOiNmNpQ9PqQvNwMmRqQwMsQoQ|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 2023.04.12 4 11 2023 2030 2035 2 2023.04.14 4 12 2023 2023 13.4%199.91 2022 230.83 2023 Vara 218.19 3 2023.04.12 4 11 2023 3 PPI 2023 3 2.5%1.8%7.7%4 2023.04.11(CRESP)5 2023.04.10 1 2 8872.1()22.9%8.6%56.6%1.3%12 1 18.6(PPI)1 2 1.1%12 2.2.1.0.48%300 0.76%0.28 17 1 A%wind|5+5.44%+3.46%+2.44%+1.03%+1.03%2%wind 2.2.+15.72%+11.83%+11.61%+10.92%+10.6%+10.51%+9.13%+8.38%+8.1%+7.83%1(/)(%)(%)(%)(%)002827 12.37 15.72 20.80 20.80 31.74 300731 20.33 11.83 10.73 10.73 21.30 605077 29.32 11.61 10.73 10.73-3.36 002683 33.93 10.92 9.98 9.98 25.85 000818 42.04 10.60 25.31 25.31 53.71 603663 15.88 10.51 7.01 7.01 24.94 300082 10.52 9.13 4.68 4.68 33.84 603722 54.46 8.38 11.14 11.14 41.05 002145 6.94 8.10 6.93 6.93 12.66 003017 31.81 7.83 5.68 5.68 14.80 wind-32.52%-18.96%-14.79%-11.07%-10.42%-10.14%-9.55%-8.84%-8.75%-8.51%2(/)(%)(%)(%)(%)603110 30.01-32.52-33.25-33.25-11.53 603133 9.49-18.96-21.89-21.89-21.11 603255 52.60-14.79-10.64-10.64 17.15 300481 24.19-11.07-8.16-8.16-9.50 603181 11.78-10.42-8.54-8.54-17.28 300537 15.16-10.14-6.99-6.99 14.42 600141 26.61-9.55-12.61-12.61-8.24 300721 18.57-8.84-10.72-10.72-16.66 688300 79.70-8.75 17.10 17.10 63.72 605399 31.50-8.51-7.08-7.08-2.48 wind|6 2.3.PB 2.65 A PB 1.62 PE 17.21 A PE 14.66 3 A PB 4 A PE TTM_ wind wind 3.328 57 107 164 65 24 29 12 3 10 23/04/14/320 190 68.42%52.38%/40 36 11.11%37.93%/6500 5900 10.17%-40.91%MMA/11300 10650 6.10%10.24%/530 500 6.00%17.78%/267.5 252.5 5.94%-36.69%TDI/18600 17600 5.68%-0.53%/2850 2700 5.56%14.00%/4525 4300 5.23%0.56%/7200 6900 4.35%-1.37%Wind 4 10 23/04/14/273 396-31.06%-PBAT/15000 20000-25.00%-25.00%/7 9-22.22%-36.36%/2150 2700-20.37%-20.37%/14 17-17.65%-73.33%/8.5 10.2-16.67%-32.00%$/Mbtu 1.61 1.86-13.44%-43.71%/16.8 19.3-12.95%-69.17%/9300 10500-11.43%-11.43%/450 500-10.00%-25.00%Wind|7 5/2023/04/14-(410)(510)-161 242-33.17%-77.91%A-1289 1369-5.84%-45.19%PTA-PX 424 364 16.48%63.08%-164 75 119.26%-20.63%-255 98 160.20%-970 830 16.87%11.24%-242 380-36.32%17.48%-1542 1553-0.71%11.14%PVA-8648 9328-7.29%30.05%DMF-1236 1160 6.55%63.06%PVC-(1902)(1783)-PVC-2893 2908-0.52%-14.86%-1787 1749 2.20%3.06%-2162 2124 1.81%14.76%-3065 2140 43.20%120.19%MDI-5948 6571-9.49%-18.22%MDI-9637 9946-3.11%-4.56%MDI-8848 9171-3.53%-12.16%MDI-12537 12546-0.08%-2.79%TDI-14040 13187 6.47%-5.42%BDO-1885 1630 15.64%-37.17%-3768 3652 3.18%21.16%-2770 2710 2.21%-3.15%-PTA-621 568 9.25%-39.97%POY-PTA-880 1150-23.52%-42.14%FDY-PTA-1960 2175-9.90%-29.26%-5020 5020 0.00%7.73%-37265 37580-0.84%1.54%-MDI-PTMEG 15086 15586-3.21%-6.67%PA6-8067 8067 0.00%-19.19%PA66-21903 21903 0.00%-6.67%-8170 8170 0.00%7.84%-2919 2856 2.19%1.06%-(1050)(1150)-1483 1528-2.95%223.69%ABS-2276 2295-0.81%-21.40%PC-A 6845 6755 1.33%-7.44%POM-10848 10880-0.29%9.09%BOPET-1469 1284 14.41%-21.11%PBAT-PTA-BDO-AA 4554 9656-52.84%-53.34%-930 904 2.88%26.70%-(919)(638)-2200 2100 4.76%29.41%-3411 3411 0.00%-0.89%()-451 479-5.94%-43.21%()-851 749 13.54%23.50%385 372 3.59%9.50%-137 104 32.10%17.12%-1390 1574-11.69%67.47%-1744 1544 12.96%-|8-16886 18065-6.53%-49.33%-CCMP 42000 42000 0.00%-37.31%-9320 9320 0.00%16.21%-3550 3550 0.00%32.96%R22-10609 10609 0.00%16.96%R32-2110 2380-11.34%276.79%R125-8756 8756 0.00%-9.74%R134a-7808 7808 0.00%64.79%R410a-R125-R32(500)(500)-DMC-3839 3865-0.67%-1.36%-(3821)(3590)-(778)(694)-DOP-568 627-9.44%77.56%EVA-13966 14400-3.01%5.99%-/6 16 5 1 2 3 3 2 61%62%50%48%80%PVC PVC 3.3%PVC 1.6%60.74%1.79 2023 15 3455 375 2816 24 1331 12 1330 2 155 92.61%5 75%4 5 4836.6 4 13 3757.7 77.69%4 13 10170 8340 82.01%VA VA VA VA VE VE VE VE 0.9%2.2%6|9 1.9%55.34%60.80%46.40%86.82%54.48%0.4%1.5%75.89%9 5-8 7 5-6 4-5 5-6 5 5 4-6 5-7 5 0.4%1.97 1.45 16.5 38.78%3.53%4 61.62%0.96%2.74 MDI MDI 2%MDI MDI 12 7 7-8 TPU 5-6 TPU 3-4 3-4 TDI TDI 1.4%12 5 5+3 10 TDI 2023 2 1 4 DMF DMF DMF 11516 DMF wind 23/04/14|10 3.1.1.5D 1.31/120D 4.36/40D 3.35/1.5%PTA 6430/0.9%7550/1.8%POY150D 7820/2.6%1.5D 1.71/5/6/7 40D/8 PTA/9/10 POY/|11 11/3.2.()2490/0.4%55%3000/3.2%-64%3790/60%3500/50%4000/12-/13/14/15/3.12/4.6%9/2.75/9.8/2.4/|12 16/17/18/19/20/21/3.3.MDI MDI 1.78/MDI 1.49/2%TDI TDI 1.86/5.7%PTMEG 1800 PTMEG 1.95/PO 0.99/2.1%PC 1.54/|13 22 MDI/23 TDI/，24 PTMEG/25 PO/，26 PP/27 PC/，3.4.PVC 5900/3.3%PVC 6350/1.6%2675/3050/|14 28 PVC/29 PVC/，30/31/，3.5.1.13/0.4%1.15/0.4%1.1/0.9%0.9/2.2%NS 2.6/3.7%CZ 2.15/2.3%32/33/|15 34/35/3.6.2400/1.65/36/3.7.R22 R22 1.95/R134a R134a 2.45/R125 R125 2.6/R32 R32 1.5/R410a R410a 2/37 R22 R134a/38 R125 R32 R410a/|16 3.8.DMC 1.55/ECT300%23/WNN 21/39/40/4.7 600309.SH 2022 1655.65 13.76%198.39 32.58%162.34 34.14%157.97 35.14%600426.SH 2022 302.45 13.09%76.04 10.81%62.89 13.50%64.17 11.23%PA6 PA66 BDO 156.85 2022 5 308.64 2-3 2024 2021 002001.SZ 2022 159.31 6.80%36.43 16.39%+600486.SH 2022 158.11 33.52%21.47 48.68%17.94 46.82%19.32 69.92%002643.SZ 2022 38.44 19.18%6.44 30.72%1 2021 1172 1100 3 6000 400 2 OLED 300037.SZ 2022 96.61 38.98%20.67 34.44%17.61 34.83%2022 2023 2021 2022 2023 300019.SZ 2022 26.94 5.43%2.50 6.54%2 2|17 002064.SZ 2022 26.5 28.5 66.61%64.09%25.2 27.2 67.91%65.39%EPS0.54/0.58/18 10 20 42 54 75 301035.SZ 2022 144.60 47.60%17.76 75.33%14.13 76.72%14.18 77.65%2022 12 31 300 4,900 Sarabia 131 688106.SH 2022 19.78 13.62%2.82 38.12%2.30 37.45%2021 24000/5000/268/2022 5 2023 3 1700 1000 002597.SZ 2022 16.5517.70 40.60%50.37%EPS 2.953.16/688269.SH 2022 18.82 18.43%2.48 49.47%2.21 36.02%2.14 48.87%688639.SH 2022 14.19 48.69%3.44 84.43%3.19 89.59%2022 2.5 5000/1.6/beta A 000553.SZ 2022 373.82 20.44%7.30 41.50%6.09 287.17%4.90 529.94%603599.SH 2022 22.524.8 52.09%67.64%wind 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 A2022 2022|18 8 EPS PE 22(E)23E 24E 22(E)23E 24E 22(E)23E 24E 600309.SH 91.98 2887.9 31.4 162.3 182.3 239.1 5.2 5.8 7.6 17.8 15.8 12.1 600426.SH 32.68 693.9 21.2 62.9 74.9 102.6 3.0 3.5 4.8 11.0 9.3 6.8 002001.SZ 17.86 552.0 30.9 36.4 53.6 63.5 1.2 1.7 2.1 15.1 10.5 8.5 600486.SH 92.94 288.0 3.1 17.9 21.0 22.5 5.8 6.8 7.3 16.1 13.7 12.8 002643.SZ 17.48 162.6 9.3 8.1 11.0 11.9 0.9 1.2 1.5 20.1 14.8 11.7 300037.SZ 53.48 398.8 7.5 17.6 23.5 27.3 2.4 3.2 3.7 22.6 16.9 14.5 301035.SZ 68.2 189.0 2.8 14.1 15.3 16.9 5.1 5.5 6.1 13.3 12.4 11.2 688106.SH 25.56 124.1 4.9 2.3 3.8 4.8 0.5 0.8 1.0 54.4 32.4 25.8 002597.SZ 30.05 168.6 5.6 17.8 19.6 21.5 3.2 3.9 4.2 9.4 7.7 7.2 688269.SH 74.99 98.0 1.3 2.2 3.2 4.0 1.7 2.5 3.1 44.4 30.5 24.5 603155.SH 26.6 60.0 2.3 4.2 5.8 6.9 1.9 2.6 3.1 14.3 10.3 8.7 A 000553.SZ 8.96 200.1 23.3 6.1 6.4 6.9 0.3 0.3 0.3 34.5 32.0 29.9 688639.SH 173.0 187.5 1.1 3.2 3.8 4.6 2.9 3.5 4.2 58.8 49.6 40.8 wind 2023/04/14 22 EPS 5.1 2 3|19/6 300 6 300 20%10%-20%-10%-10%-10%5%-5%-5%-5%36 100031 3 A 23 2301 570102(0898)-65365390 6 4 200086(8621)-65055515(8621)-61069806 5033 71 518000(86755)-23915663(86755)-82571995 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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