中金：氨纶企业发生不可抗力关注氨纶行业投资机会

智通财经2025-10-13

智通财经APP获悉，中金发布研报称，根据百川资讯，本周浙江一氨纶工厂发生不可抗力，目前相关事故仍在处理中，停产时间及影响程度仍待进一步更新。氨纶景气度处于底部，价格及盈利有待修复，中长期看行业有望于2026-27 年复苏，短期不可抗力事件或导致供需紧张。标的方面，重点看好华峰化学(002064.SZ)及泰和新材(002254.SZ)。中金主要观点如下：氨纶行业供需平衡表仍待修复2020-21年行业...

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中金：氨纶企业发生不可抗力 关注氨纶行业投资机会

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中金：氨纶企业发生不可抗力关注氨纶行业投资机会