MDI有望触底反弹成本支撑己二酸走强

1、7272 9080706050 403020100 * 86420(2)(4)(6)(8)基础化工石油化工沪深300250%200%150%100%50%0%-50%14-0114-0414-0714-1015-0115-0415-0715-1016-0116-0416-0716-1017-0117-0417-0717-1018-0118-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-04电力设备纺织服装商贸零售农林牧渔有色金属(ppt)医药基础化工 电子元器件建筑交通运输房地产 计算机 家电机械电力及公用事业石油石化银

2、行传媒建材钢铁食品饮料通信汽车轻工制造餐饮旅游综合非银行金融国防军工煤炭农用化工合成纤维及树脂化学原料化学制品250%200%150%100%50%0%-50%14-0114-0414-0714-1015-0115-0415-0715-1016-0116-0416-0716-1017-0117-0417-0717-1018-0118-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-0421-07-100%72 72（ 元/ 股）对涨幅3 0 0 涨幅( p p t )绝对涨幅3 0 0 涨幅( p p t )3 0 0 涨

3、幅( p p t )3 0 0 涨幅( p p t )002601.SZ龙蟒佰利30.61-14.4%-11.37-12.24%-7.3692.20-21.88600985.SH淮北矿业11.72-13.6%-10.54-1.43%3.459.23-13.14300398.SZ飞凯材料17.29-12.1%-9.023.91%8.78-7.94-26.31600096.SH云天化13.00-11.4%-8.4119.82%24.69121.2590.13002068.SZ黑猫股份7.10-11.3%-8.221.05%5.9325.55-7.80002683.SZ宏大爆破26.40-11.0%

4、-7.99-9.17%-4.3017.89-50.03600722.SH金牛化工5.93-10.8%-7.80-13.43%-8.551.073.49600746.SH江苏索普14.59-10.1%-7.079.15%14.0380.34109.50600409.SH三友化工9.40-10.0%-7.02-12.49%-7.6233.40-30.12600075.SH新疆天业6.56-10.0%-6.98-12.52%-7.647.36-6.36代码公司股价近一周绝近一周相对沪深近一个月近一个月相对沪深2 0 年至今相对沪深2 1 年至今相对沪深 726252423222122016-1220

5、17-032017-062017-09基础化工板块估值2017-122018-032018-062018-092018-12 2019-032019-062019-092019-12均值2020-032020-062020-092020-122021-032021-064.23.73.22.72.21.71.22016-122017-032017-06基础化工相对沪深300估值2017-092017-122018-032018-062018-092018-12 2019-032019-062019-092019-122020-032020-06均值2020-092020-122021-0320

6、21-065.单位最新价格周涨跌幅月涨跌幅季涨跌幅年涨幅2021年均价2020年均价2019年均价2018年均价2017年均价2016年均价2015年均价 2014年均价 2013年六氟磷酸锂元/吨380,00020.6%20.6%90.0%431.5%215,86582,971102,029125,952237,885395,946氯化钾元/吨2,77013.1%13.1%17.9%52.2%2,2661,9542,3102,2891,9712,0382,142px元/吨7,1009.2%9.2%10.9%59.6%6,1834,8227,4458,4786,9506,3076己二酸元/吨1

7、0,8008.5%10.8%1.4%70.1%9,7756,8388,17210,49310,1247,533丁酮元/吨8,600.0008.2%12.4%4.2%21.1%8,0677,0197,6958,1838,468烧碱元/吨7507.9%13.6%15.7%22.5%6386408191,0531,乙烯（CFR）美元/吨9007.8%-7.2%-11.3%13.9%9796978321,151顺酐元/吨10,2507.3%10.8%9.6%73.7%9,8117,0086,7082.4D元/吨23,5006.8%6.8%16.0%49.2%19,58715,15918,环氧丙烷元/吨

8、14,5005.8%2.1%-20.3%40.1%17,61212,251周度跌单位最新价格周涨跌幅月涨跌幅季涨跌幅年涨幅20醋酸乙烯元/吨11,600-7.9%-9.4%-11.6%醋酸元/吨7,200-7.7%-4.6%3PC元/吨26,800-7.6%-7.6%液氯元/吨1,034-5.7%动力煤元/吨970天然橡胶元/吨12,4生物素元/吨钛白粉（钛锐型）二氯甲烷 月度涨幅居前丁烷(地中海）(+30.09%)；丁二烯（CFR）(+25.00%)；NYMEX 天然气(+21.67%)；六氟磷酸锂(+20.63%)；丁二烯(+20.00%)跌幅居前液氯(-31.11%)；黄磷(-20.83

9、%)；DMC 溶剂(-15.22%)；二甲醚(-12.60%)；赖氨酸(-11.94%)季度涨幅居前六氟磷酸锂(+90.00%)；三聚氰胺(+68.42%)；草甘膦(+53.85%)；NYMEX 天然气(+46.77%)；丁二烯(+38.46%)跌幅居前BDO(-45.16%)；液氯(-33.59%)；赖氨酸(-29.84%)；双酚 A(-28.40%)；维生素 D3(-25.71%)年度涨幅居前六氟磷酸锂(+431.47%)；硫酸(+350.00%)；丁二烯（CFR）(+346.43%)；醋酸(+234.88%)；硫磺(+225.66%)跌幅居前生物素(-64.86%)；维生素 B5(-59

10、.17%)；维生素 D3(-30.67%)；维生素 A(-26.19%)；百菌清(-25.40%) 40,00035,00030,00025,00020,00015,00010,0005,00016-0116-0416-0716-1017-0117-04鞋底原液17-0717-1018-0118-0418-0718-1019-01TPU 19-0419-0719-1020-0120-0420-0720-101,00021-0116-0116-0416-0716-1017-01浆料（干法）17-0417-0717-1018-0118-0418-0718-1019-01聚醚多元醇19-0419-0

11、719-1020-0120-0420-0720-1021-0121-0421,00019,00017,00015,00013,00011,0009,0007,0005,00021-0721,00019,00017,00015,00013,00011,0009,0007,0005,0003,0001,0000Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13 Jan-14 Jul-14 Jan-15 Jul-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20

12、 Jul-20 Jan-21 Jul-2110-0150,000(元/吨)40,00030,00020,00010,0000(元/吨)10-0711-0111-0712-0112-07纯MDI13-0113-0714-0114-0715-0115-0716-01聚合MDI16-0717-0117-0718-0118-0719-0119-0720-0120-0721-0160,000(元/吨)50,00040,00030,00020,00010,000TDI26,000(元/吨)21,00016,00011,0006,00021-07BDO10-0110-0711-0111-0712-0112-

13、07软泡聚醚13-0113-0714-0114-0715-0115-0716-0116-07硬泡聚醚17-0117-0718-0118-0719-0119-0720-0120-0721-0121-0710-01(元/吨)(元/吨)10-0711-0111-0712-0112-07环氧丙烷13-0113-0714-0114-0715-0115-0716-0116-0717-01DMF17-0718-0118-0719-0119-0720-0120-0721-0121-072,6002,4002,2002,0001,8001,6001,4001,2001,00016-01(元/吨)16-0416-

14、0716-1017-0117-0417-07钛精矿17-1018-0118-04 18-0718-1019-0119-0419-07海绵钛19-1020-0120-04(元/千克)20-0720-1021-0121-0412010080604020021-0731,000(元/吨)26,00021,00016,00011,0006,00016-0716-1017-01钛白粉（金红石型）氯化法钛白粉17-0417-0717-1018-0118-0418-0718-1019-0119-0419-07钛白粉（钛锐型）19-1020-0120-0420-0720-1021-0121-0421-07 6

15、1,00051,00041,00031,00021,00011,000250,000(元/吨)200,000150,000100,00050,000120,000110,000100,00090,00080,00070,00025,000(元/吨)20,00015,00010,0005,000(元/吨)15-0115-0716-0116-0717-0117-0718-0118-0719-0119-0720-0120-0721-0121-0716-0116-0416-0716-1017-0117-0417-0717-1018-0118-0418-0718-1019-0119-0419-0719-

16、1020-0120-040-07-1011,000060,000草甘膦草铵膦麦草畏(元/吨)400,000350,000300,000250,000200,000150,000100,00050,00016-0116-0416-0716-1017-017-040700300,000250,000200,000(元/吨) 12-0112-0713-01维生素B113-0714-0114-0715-0115-0716-01维生素B316-0717-0117-0718-0118-0719-01维生素B519-0720-0120-0721-01 21-07016-0116-0416-0716-1017

17、-0117-0417-0717-1018-01三氯蔗糖18-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-0421-0712-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/吨)800,000700,000600,000500,000400,000300,000200,000100,0000(元/吨)12-0713-0113-0714-0114-07味精15-0115-0716-0116-0717-0117-0718-01黄原胶18-0719-0119-0720-

18、0120-0721-01120,000100,00080,00060,00040,00020,000300,000250,000200,000150,000100,00050,00021-07(元/吨)012-01(元/吨)12-0713-01赖氨酸13-0714-0114-0715-0115-0716-01苏氨酸16-0717-0117-0718-0118-07蛋氨酸19-0119-0720-0120-0721-011,600,0001,400,0001,200,0001,000,000800,000600,000400,000200,000021-0712-01(元/吨）12-0713-0

19、1维生素C13-0714-0114-0715-0115-0716-01维生素E16-0717-0117-0718-0118-0719-01维生素A19-0720-0120-0721-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/吨)10-0110-0711-0111-0712-0112-07金属硅13-0113-0714-0114-0715-0115-0716-0116-0717-01有机硅DMC 17-0718-0118-0719-0119-0720-0120-0721-0116,00014,00012,00010,0008,000

20、6,0004,0002,0000(元/吨)21-0710-0123,00021,00019,00017,00015,00013,00011,0009,0007,0005,00010-0711-0111-07涤纶POY12-0112-0713-0113-0714-0114-0715-01涤纶DTY15-0716-0116-0717-0117-0718-0118-07涤纶FDY19-0119-0720-01 20-0721-0180,00070,00060,00050,00040,00030,00020,00010,000021-0712-0125,000(元/吨)20,00015,00010,0

21、005,0000(元/吨)12-0713-0113-0714-0114-07棉花15-0115-0716-0116-0717-0117-0718-0118-07棉浆19-0119-0720-0120-0721-0114,00012,00010,0008,0006,0004,0002,00021-0710-0110-0711-0111-0712-0112-0713-01萤石13-0714-0114-0715-0115-0716-0116-0717-0117-07氢氟酸18-0118-0719-0119-0720-0120-0721-0190,00080,00070,00060,00050,000

22、40,00030,00020,00010,000021-0710-0110-0711-0111-0712-0112-0713-01氨纶40D13-0714-0114-0715-0115-0716-0116-0717-0117-07锦纶切片18-0118-0719-0119-0720-0120-0721-01(元/吨)21-07010-01(元/吨)(元/吨)10-0711-0111-0712-0112-07px13-0113-0714-0114-07PTA15-0115-0716-0116-0717-01MEG17-0718-0118-0719-0119-0720-0120-0721-0160

23、,00050,00040,00030,00020,00010,00035,00030,00025,00020,00015,00010,0005,00021-070010-0110-0711-0111-07R2212-0112-0713-0113-07R3214-0114-0715-0115-0716-01R134a16-0717-0117-0718-0118-0719-0119-0720-0120-0721-0121-0710-0110-0711-0111-0712-0112-0713-01己内酰胺13-0714-0114-0715-0115-0716-0116-0717-0117-07丙烯腈

24、18-0118-0719-0119-0720-0120-0721-0121-0710-01(元/吨)(元/吨)10-0711-0111-0712-0112-0713-01粘胶短纤13-0714-0114-0715-0115-0716-0116-0717-0117-07粘胶长丝18-0118-0719-0119-0720-0120-0721-0121-076,000(元/吨)5,0004,0003,0002,0001,000010-0110-0711-0111-0712-0112-07甲醇13-0113-0714-01 14-0715-0115-07二甲醚16-0116-0717-0117-07

25、18-0118-0719-01甲醛19-0720-0120-0721-0121-0714,00012,00010,0008,0006,0004,0002,0000(元/吨)10-0110-0711-0111-0712-01醋酸12-0713-0113-0714-0114-0715-01醋酐15-0716-0116-0717-0117-0718-01醋酸乙烯18-0719-0119-0720-0120-0721-0121-0750,00045,00040,00035,00030,00025,00020,00015,00010,0005,000010-0110-0711-0111-0712-011

26、2-0713-0113-0714-0114-07PA6615-0115-0716-0116-0717-0117-0718-0118-07 19-0119-0720-0120-0721-0121-0710-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/吨)(元/吨)10-0711-0111-0712-0112-0713-0113-07PC14-0114-0715-0115-0716-0116-0717-0117-07双酚A18-0118-0719-0119-0720-0120-0721-0130,00025,00020,00015,00

27、010,0005,00021-07(元/吨)012-0112-0713-0113-0714-0114-07PMMA15-0115-0716-0116-0717-0117-0718-0118-07MMA19-0119-0720-0120-0721-0120,00018,00016,00014,00012,00010,0008,00021-07(元/吨)10-0110-0711-0111-0712-0112-0713-0113-0714-0114-07POM15-0115-0716-0116-0717-0117-0718-0118-0719-0119-0720-0120-0721-0121-07电

28、石1,5001,0005000液氯 10-0110-0711-0111-0712-0112-0713-0113-07纯碱14-0114-0715-0115-0716-0116-0717-0117-0718-01烧碱18-0719-0119-0720-0120-0721-0121-0710-0110-0711-0111-0712-01PVC（电石法）12-0713-0113-0714-0114-0715-0115-0716-0116-0717-01PVC（乙烯法）17-0718-0118-0719-0119-0720-0120-0721-0121-0710-0110-0110-0711-0111

29、-0712-0112-0713-0113-0714-0114-0715-0115-0716-0116-0717-0117-0718-0118-0719-0119-0720-0120-0721-0121-074,0003,5003,0002,5002,0001,5001,0005000(元/吨)6,000(元/吨)5,0004,0003,0002,0001,0000(1,000)10-0711-0111-07尿素（小颗粒）磷酸二铵DAP12-0112-0713-0113-0714-0114-0715-0115-0716-01 16-0717-013,0002,5002,00017-07磷酸一铵MAP18-0118-07(元/吨)19-0119-0720-0120-0721-015,0004,5004,0003,5003,0002,5002,0001,5001,00021-0710-01(元/吨)10-0711-01复合肥11-0712-0112-0711,00010,0009,0008,0007,0006,0005,0004,0003