研报掘金丨中邮证券：卫星化学半年度业绩超预期，气头优势与一体化驱动高成长

格隆汇06-25

中邮证券研报指出，卫星化学半年度业绩超预期，气头优势与一体化驱动高成长。预计2026年上半年实现归属于上市公司股东的净利润60.00亿元至70.00亿元，同比大增118.68%至155.13%。在全球大宗商品价格波动的背景下，公司凭借美国乙烷、丙烷等轻烃作为核心原料的“气头”路线，在与石脑油路线的竞争中形成了显著的成本比较优势。公司当前在建项目体量庞大，高端化转型战略稳步推进。与...

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