新安股份涨5.07% 产能收缩叠加突发事件催化

智选洞察2025-07-25

新安股份股价大幅上涨，最新价10.56元，涨跌幅为5.07%。产能收缩叠加突发事件催化新安股份近期的净流入主要受行业供给端变化驱动。7月20日山东某化工企业突发火灾，该企业有机硅DMC产能占行业总产能9%，事故导致市场对供给收缩预期升温。叠加当前有机硅行业处于周期底部，多数企业亏损状态下的提价诉求强烈，形成短期价格修复预期。截至7月25日，该股近5日主力资金累计净流入超1.2亿元，量比达2.32倍...

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