中金：国内乙烯仍处于扩张周期关注行业控产后续政策

智通财经2025-09-17

智通财经APP获悉，中金发布研报称，当前中国乙烯仍处于扩张周期，海外产能已经面临加速退出的压力。按照全球产能投放计划，判断2027年后乙烯有望迎来拐点。2025年7月工信部等五部门联合启动石化化工老旧装置摸底评估，预计炼油和乙烯的老旧产能存在进一步出清的可能。未来乙烯行业的改善，核心还是需要控制新增产能，收缩投资规模。后续国内外政策若能严控乙烯新增总量，控制各类路线的投放结构，并且重组老旧产能，或...

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href=http://www.zhitongcaijing.com/content/detail/1346232.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，当前中国乙烯仍处于扩张周期，海外产能已经面临加速退出的压力。按照全球产能投放计划，判断2027年后乙烯有望迎来拐点。2025年7月工信部等五部门联合启动石化化工老旧装置摸底评估，预计炼油和乙烯的老旧产能存在进一步出清的可能。未来乙烯行业的改善，核心还是需要控制新增产能，收缩投资规模。后续国内外政策若能严控乙烯新增总量，控制各类路线的投放结构，并且重组老旧产能，或...</p>\n\n<a 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中金：国内乙烯仍处于扩张周期 关注行业控产后续政策

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中金：国内乙烯仍处于扩张周期关注行业控产后续政策