研报掘金丨中邮证券：沧州大化盈利有望提升，TDI价格重回景气区间

格隆汇08-07

中邮证券研报指出，TDI价格重回景气区间，沧州大化盈利有望提升。今年以来，受中东冲突等因素影响，TDI价格经历较大波动。6月中旬以来受需求转暖等多方面因素拉动，国内TDI价格稳步上行至8月4日的17300元/吨，TDI-甲苯价差反弹至13479元/吨，TDI价格和盈利盈利修复至近5年来较高水平，TDI-甲苯价差较6月均值上涨2385元/吨。从供给侧看，TDI行业近5年来供应商集中度大幅提升，行业...

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