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|1 2024 06 24()SAC S1110519070001 SAC S1110518080008 SAC S1110522110002 SAC S1110523070006 1-:2024-06-17 2-:-2024 4 2024-06-12 3-:2024-06-10 24 6 10-16 24 6 17-23,WTI 2.9%80.73/1.8%/1.5%/0.9%/MDI/MDI/PVC/TDI/DMF/5.8%/3.1%/2.7%/2.2%/1.7%/1.1%/0.7%/0.6%/0.5%/PVC/VA/VE+25%D3:+7%+6.9%N41()+4.6%+4.4%2.12%300 1.3%300 0.82 15+4.74%+1.23%2024 Q1 2000 ROE PB PB 24 Q1 2000 22 Q2 1 MDI/TDI PVC 2 3 4 OLED-26%-21%-16%-11%-6%-1%4%2023-06 2023-10 2024-02 300|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 XVCXvMsPtQnMpRmPsPoRqRaQ8Q7NsQmMnPqMiNnNrPkPnPpRbRpPzRNZmRxPwMqRrN|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 2024.06.21,2 2024.06.18 6 17 5 5 3.8 0.8%4 2.1 1238.2 4382 10.7%1 5 18.6 3.0%2.0 12.6%3 2024.06.19 6 18 6 4 2024.06.19 6 17 2025 2027 5 2024.06.19 6 14 3 17 21 24 2.2.1.2.12%300 1.3%300 0.82 15 1 A%wind FhLD7LqTVDOO3zjIWlmutpDzSda0ryHb0G1WUCrSdD6oWqmmlhITvO4h0LgJNh/7|5+4.74%+1.23%2%wind 2.2.+30.08%+19.61%+17%+16.86%*ST+15.04%+14.58%+14.05%+14.02%+10.53%+9.3%1(/)(%)(%)(%)(%)600889.SH 6.40 30.08 22.14 41.91 11.11 300107.SZ 10.55 19.61 9.35 49.56 98.39 603826.SH 48.67 17.00 21.80 11.09-17.55 300834.SZ 20.38 16.86 9.45 6.78-3.71 600165.SH*ST 1.53 15.04-6.71-61.36-54.73 300538.SZ 18.15 14.58 11.97 16.51-8.96 300716.SZ 7.06 14.05 4.90-20.50-38.98 000677.SZ 3.09 14.02 16.17 0.65-7.76 300214.SZ 5.67 10.53-0.35 1.98-12.77 002037.SZ 7.76 9.30 10.07 19.57-9.87 wind ST-20.83%-17.92%-14.56%-13.35%-13.24%-11.66%-10.53%-10.18%-10.08%-9.98%2(/)(%)(%)(%)(%)600277.SH ST 0.38-20.83-50.00-83.26-85.55 000859.SZ 3.48-17.92-8.66-15.33-34.46 301036.SZ 27.88-14.56 30.10 57.60 25.76 301156.SZ 13.37-13.35-3.26 15.29-6.17 300637.SZ 9.70-13.24-26.18 4.75-6.82 600589.SH 3.41-11.66-13.01-28.96 6.90 600691.SH 1.70-10.53-20.93-29.46-47.04 002246.SZ 9.09-10.18-11.40 12.92 10.99 603688.SH 32.47-10.08-16.44-41.43-39.11 603580.SH 18.58-9.98-14.18-33.43 24.78 wind|6 2.3.6 21 PB 1.78 A PB 1.3 PE 20.8 A PE 13.88 3 A PB 4 A PE TTM_ wind wind 3.341 44 104 193 65 24 33 8 3 10 24/06/21/275 220 25.00%77.42%D3:/69 64.5 6.98%22.12%/1400 1310 6.87%59.09%N41()/14800 14150 4.59%8.03%/869 832 4.45%23.09%/74.05 71.02 4.27%1.11%/85.24 82.62 3.17%10.64%WTI/80.73 78.45 2.91%12.67%/7250 7050 2.84%7.41%CFR/630 616 2.27%-5.97%Wind 4 10 24/06/21/268 341-21.41%17.03%/1.75 2-12.50%-30.00%/540 610-11.48%28.57%Henry Hub)$/Mbtu 2.43 2.71-10.33%-5.81%Texas$/Mbtu 2.26 2.49-9.25%11.64%CBOT/563 611.75-7.97%-10.35%R125/35000 38000-7.89%25.00%Q 7000/1260 1360-7.35%-21.25%/9.27 10-7.30%-4.43%R32/33000 35500-7.04%97.01%Wind|7 5/2024/06/21-(990)(990)-569 630-9.69%-62.92%A-918 786 16.76%-21.16%PTA-PX 218 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0.00%5.94%()-1037 979 5.89%2.30%()-853 827 3.11%18.20%86 114-24.70%-31.79%-159 165-4.03%-16.64%-741 895-17.21%-57.71%-356 313 14.00%11.76%|8-1.1 1.1-1.77%-4.03%-CCMP 2.8 3.0-6.67%-19.08%-7882 7882 0.00%-14.73%-8780 8780 0.00%9.89%R22-19390 19390 0.00%84.66%R32-19678 22182-11.29%434.73%R125-17837 20590-13.37%46.78%R134a-15608 15608 0.00%37.89%R410a-R125-R32 1000(250)-DMC-2100 2063 1.76%-14.83%-(3740)(3665)-(1022)(986)-DOP-412 504-18.20%19.04%EVA-4534 4537-0.08%-21.84%-/6 16 75%13400-13900/13500/PVC PVC 1.1%PVC 5.8%2.2%2024 25 4320 375 3945 19 1850 11 1435 3 660 89.84%1.5%80.43%VA VA VA 6 20 VA 95/81-83/VE VE VE 6 18 VE50%10.5-E 6 12 85/kg 70-72/0.5%88%|9 0.9%56.9%53.74%62.31%16 15 88.15%68.08%83.71%0.51%9 4-8 6-8 4-6 5-7 6 5 4 4 3-4 5-7 2-3 3.5 1.8%17.97 0.83%0.66 0.77 37.77%3.20%2.78 0.98%MDI MDI 1.7%MDI 3.1%40/B 5 5 40 TDI TDI 0.7%B C 67%TDI 2.7%7 PTA DMF DMF 0.6%DMF 15134 DMF DMF DMF wind 24/06/21|10 3.1.1.5D 1.33/1.5%120D 4.45/40D 2.8/PTA 5960/0.2%7593.333333/1.2%POY150D 7850/1.5D 1.46/5/6/7 40D/8 PT A/9/10 POY/|11 11/3.2.()2240/1.8%55%3400/1.5%-64%3600/60%2450/50%3500/12-/13/14/15/2.5/0.8%5.45/2.43/7.6/2.3/|12 16/17/18/19/20/21/3.3.MDI MDI 1.85/3.1%MDI 1.77/1.7%TDI TDI 1.42/0.7%PTMEG 1800 PTMEG 1.45/PO 0.91/0.6%PC 1.53/0.6%|13 22 MDI/23 TDI/，24 PTMEG/25 PO/，26 PP/27 PC/，3.4.PVC 5674/1.1%PVC 6050/2025/5.8%2250/2.2%|14 28 PVC/29 PVC/，30/31/，3.5.1.47/1.56/1.9%1.52/3.8%0.77/NS 2.33/CZ 2.17/32/33/|15 34/35/3.6.2560/1.53/36/3.7.R22 R22 2.95/R134a R134a 3.1/R125 R125 3.5/7.9%R32 R32 3.3/7%R410a R410a 3.5/4.1%37 R22 R134a/38 R125 R32 R410a/|16 3.8.DMC 1.36/ECT300%21/WNN 21/39/40/4.7 600309.SH 2024 461.61 10.1%41.57 2.57%23-25 TDI MDI ADI 600426.SH 2024 79.78 31.80%10.65 36.30%2023 3 480t/h 66 002001.SZ 2024 44.99 24.54%8.70 35.21%+600486.SH 2024 31.76 29.43%4.29 43.11%2023 HSE 11 002643.SZ 2024 9.38 9.19%0.98 44.32%PI 300019.SZ 2024 4.75 10.59%0.40 27.04%2023 21/5/26/301035.SZ 2024 26.93 20.59%1.53 16.39%2023 12 31 6000 688106.SH 2024 5.89 13.74%0.76 26.68%2021 24000/5000/268/2022 5 2023 3|17 1700 1000 002597.SZ 2024 12.13 12.30%1.29 47.34%22 17-688269.SH 2024 3.05 38.35%0.12 72.14%2023 A 5 30 5 PVC PDH 688639.SH 2024 5.01 25.12%0.87 6.62%2022 5 5 PDO 5 20 A 000553.SZ 2024 75.09 12.79%-2.27 2024 2023 603599.SH 2024 12.15 36.89%2.25 56.80%wind|18 8 EPS PE 22 23 24E 22 23 24E 22 23 24E 600309.SH 83.30 2615.4 31.4 162.3 168.2 239.1 5.2 5.4 7.6 16.1 15.6 10.9 600426.SH 26.89 571.0 21.2 62.9 35.8 65.6 3.0 1.7 3.1 9.1 16.0 8.7 002001.SZ 19.30 596.5 30.9 36.2 27.0 38.7 1.2 1.0 1.3 16.5 19.9 15.4 600486.SH 56.30 228.8 4.1 17.9 15.7 16.2 4.4 3.9 4.0 12.7 14.6 14.1 002643.SZ 10.63 98.9 9.3 7.2 7.6 10.0 0.8 0.8 1.1 13.6 13.0 9.9 301035.SZ 45.25 126.1 2.8 14.1 7.7 14.5 5.1 2.8 5.2 8.8 16.4 8.7 688106.SH 18.18 88.6 4.9 2.3 3.2 4.3 0.5 0.7 0.9 38.7 26.3 20.7 002597.SZ 20.82 118.7 5.7 17.0 7.0 10.9 3.0 1.2 1.9 6.9 16.9 10.8 688269.SH 26.30 34.4 1.3 2.2 1.1 2.6 1.7 0.9 2.0 15.6 30.5 13.1 603155.SH 10.66 33.7 3.2 3.0 1.2 6.9 1.3 0.4 2.2 8.0 27.3 4.9 A 000553.SZ 4.74 106.0 23.3 6.1-16.1 2.0 0.3-0.7 0.1 18.2-6.9 54.5 688639.SH 84.41 133.0 1.6 3.2 4.5 6.6 3.0 2.9 4.2 28.6 29.6 20.1 688550.SH 24.83 43.4 1.7 2.5 1.3 2.4 2.5 1.2 1.74 9.9 21.2 14.3 603281.SH 23.63 88.2 3.7 10.4 6.5 7.1 2.8 1.9 1.9 8.5 12.6 12.4 wind wind 2024/06/21 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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