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|1 2024 01 07()SAC S1110519070001 SAC S1110518080008 SAC S1110522110002 1-:2024 2024-01-01 2-:DMF 2023-12-24 3-:11 9.6%MDI 2023-12-17 R134a 23 12 25-31 24 1 1-7 2026 WTI 0.8%72.19/5.1%/1.8%/1.4%/0.7%/DMF/MDI/PVC/MDI/TDI/PVC 5.4%/3%/2.6%/2.4%/2%/1.1%/1%/0.9%/0.6%/0.6%/0.4%/VA/VE Texas+27.7%R134a+5.5%+5.1%(NS)+4.5%+4.5%R134a R134a 2.31%300 2.81%300 5.13 16+3.3%+2.45%+1.15%+0.69%1 2 3-21%-17%-13%-9%-5%-1%3%7%2023-01 2023-05 2023-09 300|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 XVEVuNmRoNoPrPnOmRrOnM7N9RaQoMqQsQqMiNnNoPiNmMvN6MqQuMMYtQpMvPpPrQ|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 2024.01.04 2026 2 2024.01.03 2024 2024 1 1 20%0 0 3%6%2023 4 1 2023 12 31 3 2024.01.04 1 4 5 2023 11 21 22 5 4 2024.01.05 55%5 2024.01.05 2024 1 3 EC PPP REGULATION(EC)No 1107/2009 S-metolachlor 2023 5 WTO 2.2.1.2.31%300 2.81%300 5.13 16 1 A%wind|5+3.3%+2.45%+1.15%+0.69%2%wind 2.2.*ST+21.94%+16.37%+11.9%+11.22%+10.81%+9.74%+9.04%+6.8%+5.81%ST+5.75%1(/)(%)(%)(%)(%)600589.SH*ST 3.89 21.94 21.94 21.94 21.94 000691.SZ 5.90 16.37 16.37 16.37 16.37 001217.SZ 15.80 11.90 11.90 11.90 11.90 600844.SH 3.37 11.22 11.22 11.22 11.22 603065.SH 15.27 10.81 10.81 10.81 10.81 002341.SZ 3.83 9.74 9.74 9.74 9.74 002053.SZ 10.49 9.04 9.04 9.04 9.04 605020.SH 26.71 6.80 6.80 6.80 6.80 600722.SH 5.28 5.81 5.81 5.81 5.81 002002.SZ ST 0.92 5.75 5.75 5.75 5.75 wind-15.36%-15.28%-14.86%-13.62%-12.68%-12.23%-12.18%-12.08%-11.71%-11.29%2(/)(%)(%)(%)(%)002783.SZ 9.81-15.36-15.36-15.36-15.36 002632.SZ 8.37-15.28-15.28-15.28-15.28 300538.SZ 17.02-14.86-14.86-14.86-14.86 002748.SZ 10.15-13.62-13.62-13.62-13.62 688716.SH 34.49-12.68-12.68-12.68-12.68 301076.SZ 29.77-12.23-12.23-12.23-12.23 605566.SH 22.13-12.18-12.18-12.18-12.18 002442.SZ 6.04-12.08-12.08-12.08-12.08 300905.SZ 17.11-11.71-11.71-11.71-11.71 301131.SZ 44.80-11.29-11.29-11.29-11.29 wind|6 2.3.PB 2.02 A PB 1.35 PE 20.82 A PE 13.2 3 A PB 4 A PE TTM_ wind wind 3.343 57 85 200 65 28 30 7 3 10 24/01/05 Texas$/Mbtu 2.58 2.02 27.72%27.72%R134a/29000 27500 5.45%5.45%/4503 4286 5.06%5.06%MEG/4488 4280 4.86%4.86%(NS)/23000 22000 4.55%4.55%/6900 6600 4.55%4.55%M/14700 14200 3.52%3.52%/11475 11125 3.15%3.15%R32/17250 16750 2.99%2.99%/7400 7200 2.78%2.78%Wind 4 10 24/01/05/7000 7925-11.67%-11.67%/5000 5576-10.33%-10.33%/213 229-6.99%-6.99%/670 710-5.63%-5.63%/2625 2775-5.41%-5.41%HDI/36000 38000-5.26%-5.26%/950 1000-5.00%-5.00%/0.05 0.05-4.76%-4.76%/2310 2410-4.15%-4.15%/0.48 0.5-4.00%-4.00%Wind|7 5/2024/1/5-(1290)(1190)-1261 1533-17.76%-17.76%A-1471 1165 26.25%26.25%PTA-PX 164 209-21.53%-21.53%-881 674 30.68%30.68%-1109 855 29.68%29.68%-986 1061-7.07%-7.07%-454 370 22.70%22.70%-1565 1603-2.37%-2.37%PVA-5496 5496 0.00%0.00%DMF-392 420-6.67%-6.67%PVC-52 102-49.07%-49.07%PVC-2903 2927-0.82%-0.82%-1816 1971-7.86%-7.86%-2041 2121-3.76%-3.76%-3334 3061 8.90%8.90%MDI-6563 6918-5.13%-5.13%MDI-10350 10504-1.46%-1.46%MDI-10863 11318-4.02%-4.02%MDI-14650 14904-1.70%-1.70%TDI-12425 12525-0.80%-0.80%BDO-1650 633 160.87%160.87%-3572 3705-3.59%-3.59%-2660 2638 0.85%0.85%-PTA-677 732-7.53%-7.53%POY-PTA-1013 1068-5.10%-5.10%FDY-PTA-2388 2368 0.87%0.87%-4510 4400 2.50%2.50%-36350 36350 0.00%0.00%-MDI-PTMEG 13176 12945 1.78%1.78%PA6-7108 7108 0.00%0.00%PA66-19711 19827-0.59%-0.59%-5482 5482 0.00%0.00%-3513 3598-2.36%-2.36%-(550)(550)-1358 1558-12.84%-12.84%ABS-1411 1373 2.75%2.75%PC-A 6105 6045 0.99%0.99%POM-11476 11380 0.84%0.84%BOPET-1216 1206 0.83%0.83%PBAT-PTA-BDO-AA 2203 2264-2.71%-2.71%-823 785 4.84%4.84%-430 650-33.85%-33.85%-2160 2160 0.00%0.00%-1094 1094 0.00%0.00%()-1022 1013 0.87%0.87%()-730 721 1.22%1.22%40 126-68.15%-68.15%-197 190 3.50%3.50%-1698 1752-3.08%-3.08%-381 319 19.61%19.61%|8-11835 11545 2.51%2.51%-CCMP 34600 34600 0.00%0.00%-8744 9244-5.41%-5.41%-7950 7990-0.50%-0.50%R22-10587 10501 0.82%0.82%R32-4400 3680 19.57%19.57%R125-12948 12152 6.55%6.55%R134a-13612 11319 20.26%20.26%R410a-R125-R32(500)(375)-DMC-2643 2465 7.22%7.22%-(3792)(3924)-(835)(850)-DOP-281 346-18.89%-18.89%EVA-5624 5801-3.06%-3.06%-/6 0.7%16 71%PVC PVC 0.9%PVC 0.4%PVC PVC 1.19%82.77%PVC 2.08%90.21%PVC 5.4%2.6%4165 375 2894 19 1479 11 1145 3 439 83.37%82.26%4879.6 1 4 4032.8 82.65%1 4 10220 8055 78.82%VA VA 72-75/VE VE E 62/1.4%84.42%5.1%58.07%58.56%57.16%38|9 40 40 87.96%66.9%1.1%70.09%8 5-7 6-7 5 4-5 4-5 3 3-4 4 5-7 2-3 3%1.8%15.66 1.36%0.74 0.6 39.83%0.14%4164 15.96%MDI MDI 0.6%MDI 1%40 80 12 50 C 60/MDI 12 MDI 7 TPU 5-6 4 3-4 TDI TDI 0.6%5 TDI TDI TDI 2.4%1.74%77.65%199220 6%DMF DMF 2%DMF 15302 DMF wind 24/01/05|10 3.1.1.5D 1.27/120D 4.3/40D 3/PTA 5840/0.8%7230/0.3%POY150D 7575/0.3%1.5D 1.46/5/6/7 40D/8 PTA/9/10 POY/|11 11/3.2.()2290/1.8%55%3430/-64%3600/60%2860/50%3800/12-/13/14/15/2.58/0.4%7/2.35/8.9/2.3/|12 16/17/18/19/20/21/3.3.MDI MDI 1.98/1%MDI 1.55/0.6%TDI TDI 1.64/0.6%PTMEG 1800 PTMEG 1.7/1.4%PO 0.92/1.9%PC 1.47/1%|13 22 MDI/23 TDI/，24 PTMEG/25 PO/，26 PP/27 PC/，3.4.PVC 5550/0.9%PVC 6050/0.4%2625/5.4%2850/2.6%|14 28 PVC/29 PVC/，30/31/，3.5.1.31/1.1%1.22/0.8%1.25/0.8%0.81/2.4%NS 2.3/4.5%CZ 2.15/32/33/|15 34/35/3.6.2480/1.61/3%36/3.7.R22 R22 1.9/R134a R134a 2.9/5.5%R125 R125 2.88/2.7%R32 R32 1.73/3%R410a R410a 2.25/2.3%37 R22 R134a/38 R125 R32 R410a/|16 3.8.DMC 1.42/0.7%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 31.76 17.39%5.75 10.62%11.02 12.34%1.86 21.68%PI 300019.SZ 2023 19.12 5.28%2.24 34.78%7.19 12.73%0.91 44.74%21/5/26/|17 002064.SZ 2023 196.82 1.3%19.29 20.17%70.6 15.67%5.7 0.21 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 2023|18 8 EPS PE 22 23E 24E 22 23E 24E 22 23E 24E 600309.SH 75.20 2361.1 31.4 162.3 182.3 239.1 5.2 5.8 7.6 14.5 12.9 9.9 600426.SH 27.20 577.5 21.2 62.9 45.0 65.6 3.0 2.1 3.1 9.2 12.8 8.8 002001.SZ 17.09 528.2 30.9 36.2 53.6 63.5 1.2 1.7 2.1 14.6 9.8 8.3 600486.SH 61.80 251.1 4.1 17.9 16.0 19.3 4.4 3.9 4.8 14.0 15.7 13.0 002643.SZ 15.86 147.5 9.3 7.2 7.6 10.0 0.8 0.8 1.1 20.3 19.4 14.8 301035.SZ 69.00 192.3 2.8 14.1 12.1 14.5 5.1 4.3 5.2 13.5 15.9 13.3 688106.SH 22.58 110.0 4.9 2.3 3.8 4.8 0.5 0.8 1.0 48.0 28.6 22.8 002597.SZ 21.39 121.9 5.7 17.0 7.6 10.9 3.0 1.3 1.9 7.1 16.1 11.1 688269.SH 34.50 45.1 1.3 2.2 1.6 2.6 1.7 1.2 2.0 20.4 28.9 17.2 603155.SH 23.38 52.7 2.3 3.0 5.8 6.9 1.3 2.6 3.0 17.4 9.1 7.7 A 000553.SZ 6.85 152.4 23.3 6.1 6.4 6.9 0.3 0.3 0.3 26.3 24.8 23.0 688639.SH 113.12 178.2 1.6 3.2 4.7 6.6 3.0 3.0 4.2 38.3 38.2 27.2 688550.SH 38.58 53.2 1.4 2.5 1.6 2.4 2.5 1.2 1.7 15.3 33.0 22.2 603281.SH 25.36 94.7 3.7 10.4 7.0 8.2 2.8 1.9 2.2 9.1 13.5 11.5 wind 2024/1/5 5.1 OLED OLED 2 3|19|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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