国盛证券：油价上涨向PET加速传导关注瓶片涨价及rPET新蓝图

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智通财经APP获悉，国盛证券发布研报称，油价上涨向PET加速传导，瓶片盈利空间大幅改善。伴随油价中枢上行以及中东原料供给危机的加剧，市场逐渐开始从交易高中东产能占比化工品的第一阶段，向交易亚洲炼厂开工率下降的第二阶段过渡。霍尔木兹海峡原油运输量近1500万桶/日，约占全球原油贸易量的34%。芳烃链以其油头路线低替代性，具有强劲的涨价潜力，目前价格正顺着石脑油-PX-PTA-PET产业链加速传导。...

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国盛证券：油价上涨向PET加速传导 关注瓶片涨价及rPET新蓝图

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国盛证券：油价上涨向PET加速传导关注瓶片涨价及rPET新蓝图