首创证券给予恒力石化买入评级，“炼化+聚酯”龙头业绩触底反弹，景气向上带动价值重估

每日经济新闻07-26

首创证券07月26日发布研报称，给予恒力石化（600346.SH，最新价：13.61元）买入评级。评级理由主要包括：1）民营炼化龙头企业，全产业链布局持续延伸；2）顺应全球炼化趋势，民营炼化优势显著；3）PX投产周期接近尾声，盈利能力明显修复；4）PTA仍处产能扩张周期，供给过剩愈加明显，公司龙头地位稳固；5）涤纶长丝走出景气低谷，聚酯新材料引领二次成长。风险提示：油价剧烈波动；下游需求不及预期；...

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