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|1 2024 05 20()SAC S1110519070001 SAC S1110518080008 SAC S1110522110002 SAC S1110523070006 1-:2024-05-19 2-:2024-05-16 3-:3.5%VA 2024-05-06 24 5 6-12 24 5 13-19 5 17 4 WTI 2.3%80.06/MDI/PVC/TDI 3.5%/3.2%/3.1%/2.3%/2%/1.1%/0.7%/0.7%DMF/MDI/PVC/4.2%/2.9%/2.1%/1.8%/1.1%/0.8%/0.3%/0.2%/VA/VE/Texas+18.7%+11.9%Henry Hub)+9.7%+8.1%+7.1%MDI MDI 500/17300/1.67%300 0.32%300 1.99 25+15.7%+9.94%+7.41%+6.34%+3.55%2024 Q1 2000 ROE PB PB 24 Q1 2000 22 Q2 1 MDI/TDI PVC 2 3 5 OLED-30%-25%-20%-15%-10%-5%0%2023-05 2023-09 2024-01 300|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%.5 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 YWCXxOtOtQrQoQoNqNoRnM8O9RbRsQrRnPnRiNrRqNiNpNnMaQqQyQMYmPoQuOnMtM|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 2.6 3 10.6 4 10.7 5/.7 6.8 7.16 8.18|4 1.1 2024.05.17 5 17 4 1 2 3 1 3000 2 20%15%30%25%3 4 0.25 1 2 3 2 2024.05.16 12 3 2024.05.19 2024 4 22 2.2.1.1.67%300 0.32%300 1.99 25 vW47areUXieyGvLBTPjBeJKvZxvDHl7CnYBIQwX/6MOhiJ/VuM9iF6fepjtlsjld|5 1 A%wind+15.7%+9.94%+7.41%+6.34%+3.55%2%wind 2.2.+61.28%+37.23%+34.23%+28.07%*ST+22.15%+19.54%+18.89%+17.75%ST+17.72%+14.8%1(/)(%)(%)(%)(%)600889.SH 6.82 61.28 67.16 68.07 18.40 300644.SZ 26.09 37.23 41.03 55.67 25.73 300876.SZ 21.45 34.23 19.98 14.53-13.35 002246.SZ 11.18 28.07 44.26 38.88 36.51 600165.SH*ST 1.74 22.15 1.75-56.06-48.52 603332.SH 9.62 19.54 20.70 15.35-16.06 002312.SZ 8.35 18.89 18.44 18.78 16.78 603125.SH 31.90 17.75 9.77 15.04 6.26 600078.SH ST 8.17 17.72 16.71 31.77-3.08 002427.SZ 3.89 14.80 9.89-0.26-22.97 wind-25.62%ST-22.64%ST-22.52%ST-19.54%-15.51%-14.85%ST-12.99%-12.8%-11%-10.49%|6 2(/)(%)(%)(%)(%)301156.SZ 14.78-25.62 21.28 27.45 3.73 600277.SH ST 1.23-22.64-40.00-45.81-53.23 002341.SZ ST 1.72-22.52-40.07-50.14-50.72 603879.SH ST 3.17-19.54-37.72-57.34-50.39 300758.SZ 13.18-15.51 27.71 58.80 30.37 603739.SH 17.37-14.85 25.23 51.57 14.13 002748.SZ ST 6.83-12.99-8.57-15.37-41.87 603580.SH 24.80-12.80 5.35-11.14 66.55 300905.SZ 36.40-11.00 24.79 156.93 91.04 600866.SH 7.17-10.49 26.68 65.97 53.86 wind 2.3.5 17 PB 1.37 A PB 2 PE 23.1 A PE 14.56 3 A PB 4 A PE TTM_ wind wind 3.341 73 84 184 65 23 35 7 3 10 24/05/17 Texas$/Mbtu 2.09 1.76 18.75%3.47%/235 210 11.90%51.61%Henry Hub)$/Mbtu 2.14 1.95 9.74%-17.05%/2925 2705 8.13%19.39%/450 420 7.14%7.14%/916 862 6.26%29.75%R32/34500 32500 6.15%105.97%-/3500 3300 6.06%-9.09%/3181 3047 4.40%-6.50%PVA/13100 12600 3.97%6.50%Wind|7 4 10 24/05/17 T700 12K/120 140-14.29%-17.24%/476 533-10.69%107.86%/2.35 2.5-6.00%-6.00%/10 10.6-5.66%12.36%/11 11.6-5.17%13.40%/208 218-4.59%-10.73%DMF/4550 4750-4.21%-7.14%A/9600 10000-4.00%1.59%/6.45 6.7-3.73%-5.15%/3950 4100-3.66%3.95%Wind 5/2024/05/17-(870)(945)-950 927 2.42%-38.06%A-784 1244-36.97%-32.69%PTA-PX 98 83 18.07%-53.11%-289 154 87.92%-57.18%-1430 1353 5.68%67.30%-1650 1400 17.86%55.51%-(335)13-1590 1676-5.13%-0.76%PVA-6738 6506 3.57%22.60%DMF-(360)184-PVC-491 590-16.74%381.80%PVC-2083 2101-0.83%-28.84%-1392 1447-3.83%-29.36%-1582 1572 0.61%-25.40%-2081 2096-0.70%-32.03%MDI-8541 7939 7.58%23.46%MDI-11463 10906 5.10%9.13%MDI-9341 9739-4.09%-17.47%MDI-12263 12706-3.49%-17.72%TDI-9833 9664 1.75%-21.49%BDO-1658 1575 5.24%162.06%-3938 3821 3.07%6.29%-2395 2430-1.44%-9.19%-PTA-929 935-0.66%26.99%POY-PTA-868 960-9.60%-18.72%FDY-PTA-2193 2310-5.07%-7.39%-4480 4480 0.00%1.82%-36510 37185-1.82%0.44%-MDI-PTMEG 12793 13221-3.24%-1.17%PA6-7916 7764 1.95%11.37%PA66-19990 19740 1.27%0.82%-4730 4730 0.00%-13.72%-2450 2099 16.74%-31.90%-(860)(710)-845 1045-19.15%-45.78%ABS-1983 2095-5.34%44.46%|8 PC-A 6760 6600 2.42%11.83%POM-9220 9472-2.66%-18.98%BOPET-1235 1285-3.89%2.40%PBAT-PTA-BDO-AA 2861 2867-0.21%26.37%-1150 1076 6.88%46.53%-(360)(250)-2300 2380-3.36%6.48%-1110 1110 0.00%1.46%()-678 596 13.83%-33.05%()-808 850-4.89%12.08%215 250-13.96%70.88%-165 162 2.06%-13.14%-760 833-8.76%-56.62%-380 406-6.46%19.22%-11435 11654-1.88%-0.95%-CCMP 26000 26000 0.00%-24.86%-8882 8882 0.00%-3.92%-9350 9350 0.00%17.02%R22-16009 15509 3.22%52.46%R32-21243 19162 10.86%477.26%R125-27894 28197-1.07%129.54%R134a-18039 18039 0.00%59.36%R410a-R125-R32(4000)(3834)-DMC-1418 1604-11.60%-42.49%-(4299)(4104)-(1187)(1026)-DOP-362 354 2.30%4.53%EVA-4481 4483-0.06%-22.76%-/6 0.7%16 78%DMC 13450-13900/PVC PVC 2%PVC 0.8%225 PVC PVC PVC 71.49%PVC 92.62%2.9%4315 375 3300 19 1653 11 1158 3 489 81.99%10 15 16 1000 1200 1200 1.1%77.79%4982.6 5 16 4159.1 83.47%5 16 10220 8330 81.51%VA VA A 5 14 A 30%100-105/86/VA 100 IU 19-19.5/|9 VE VE E 5 14 76/9/0.2%0.3%84%70%3.2%53.02%50.34%57.62%26 30 20 86.44%70.71%2.3%1.8%84.12%0.1%9 4-8 6-8 4-6 5-7 6 5 4 4 3-5 5-7 3 3.1%17.82 5.56%0.57 1.82 50.14%0.21%MDI MDI 3.5%MDI 2.1%4 MDI 40/80/25/MDI 5 14 7+13/MDI 5 40 B 40/MDI 4 33/MDI 4 8-9 TPU 5-6 3-4 TDI TDI 0.7%TDI 9 TDI 1.1%46.19%0.65%36550 0.63%|10 DMF DMF 4.2%DMF 15785 DMF DMF wind 24/05/17 3.1.1.5D 1.3/120D 4.4/1.1%40D 2.8/1.8%PTA 5840/0.3%7470/0.7%POY150D 7425/0.3%1.5D 1.46/5/6/7 40D/8 PT A/9/10 POY/|11 11/3.2.()2320/3.1%55%3050/3.4%-64%3600/60%2390/50%3400/12-/13/14/15/2.59/5.55/2.35/2.2%7.8/2.3/|12 16/17/18/19/20/21/3.3.MDI MDI 1.84/2.1%MDI 1.76/3.5%TDI TDI 1.43/0.7%PTMEG 1800 PTMEG 1.53/PO 0.97/0.5%PC 1.54/1.3%|13 22 MDI/23 TDI/，24 PTMEG/25 PO/，26 PP/27 PC/，3.4.PVC 5609/2%PVC 5850/0.8%2160/2.9%2350/|14 28 PVC/29 PVC/，30/31/，3.5.1.35/2.3%1.34/1.1%1.33/0.83/2.4%NS 2.33/CZ 2.17/32/33/|15 34/35/3.6.2560/1.63/36/3.7.R22 R22 2.6/2%R134a R134a 3.4/R125 R125 4.55/1.4%R32 R32 3.45/6.2%R410a R410a 3.6/1.4%37 R22 R134a/38 R125 R32 R410a/|16 3.8.DMC 1.35/0.7%ECT300%21/WNN 21/39/40/4.7 600309.SH 2023 1753.61 5.92%168.16 3.59%24 461.61 10.07%41.57 2.57%23-25 TDI MDI ADI 600426.SH 2023 272.60 9.87%35.76 43.14%24 79.78 31.80%10.65 36.30%2023 3 480t/h 66 002001.SZ 2023 151.17 5.13%27.04 25.3%24 44.99 24.54%8.70 35.21%+600486.SH 2023 114.78 27.41%15.65 12.77%24 31.76 29.43%4.29 43.11%2023 HSE 11 002643.SZ 2023 43.05 15.26%7.63 5.78%24 9.38 9.19%0.98 44.32%PI 300019.SZ 2023 26.06 3.30%3.15 25.9%24 4.75 10.59%0.40 27.04%2023|17 21/5/26/301035.SZ 2023 114.85 20.58%7.17 45.44%24 26.93 20.59%1.53 16.39%2023 12 31 6000 688106.SH 2023 24.27 23.40%3.15 37.48%24 5.89 13.74%0.76 26.68%2021 24000/5000/268/2022 5 2023 3 1700 1000 002597.SZ 2023 53.11 26.7%7.04 58.46%24 12.13 12.30%1.29 47.34%22 17-688269.SH 2023 18.06 4.04%1.15 48.16%24 3.05 38.35%0.11 72.14%2023 A 5 30 5 PVC PDH 688639.SH 2023 19.38 36.63%4.49 40.32%24 5.01 25.12%0.87 6.62%2022 5 5 PDO 5 20 A 000553.SZ 2023 327.79 12.31%-16.16 363.52%24 75.09 12.79%-2.28 0.83 2024 2023 603599.SH 2023 58.68 35.25%14.39 37.86%wind|18 8 EPS PE 22 23 24E 22 23 24E 22 23 24E 600309.SH 90.06 2827.7 31.4 162.3 168.2 239.1 5.2 5.4 7.6 17.4 16.8 11.8 600426.SH 29.38 623.8 21.2 62.9 35.8 65.6 3.0 1.7 3.1 9.9 17.4 9.5 002001.SZ 19.82 612.6 30.9 36.2 27.0 38.7 1.2 1.0 1.3 16.9 20.4 15.9 600486.SH 64.43 261.8 4.1 17.9 15.7 16.2 4.4 3.9 4.0 14.6 16.7 16.1 002643.SZ 12.06 112.2 9.3 7.2 7.6 10.0 0.8 0.8 1.1 15.5 14.7 11.3 301035.SZ 56.06 156.2 2.8 14.1 7.7 14.5 5.1 2.8 5.2 10.9 20.3 10.8 688106.SH 18.50 90.2 4.9 2.3 3.2 4.3 0.5 0.7 0.9 39.4 26.8 21.0 002597.SZ 24.29 138.4 5.7 17.0 7.0 10.9 3.0 1.2 1.9 8.0 19.7 12.6 688269.SH 27.60 36.1 1.3 2.2 1.1 2.6 1.7 0.9 2.0 16.3 32.0 13.8 603155.SH 17.21 38.8 2.3 3.0 1.2 6.9 1.3 0.5 3.0 12.8 31.4 5.6 A 000553.SZ 6.44 143.0 23.3 6.1-16.1 6.9 0.3-0.7 0.3 24.8-9.3 21.6 688639.SH 114.50 180.4 1.6 3.2 4.5 6.6 3.0 2.9 4.2 38.8 40.2 27.5 688550.SH 35.39 47.7 1.3 2.5 1.3 2.4 2.5 1.2 1.7 14.0 30.2 20.3 603281.SH 25.58 95.5 3.7 10.4 6.5 8.2 2.8 1.9 2.2 9.2 13.6 11.6 wind wind 2024/05/17 5.2024 Q1 2000 ROE PB PB 24 Q1 2000 22 Q2 1 MDI/TDI PVC 2 3|19 4 OLED|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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