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中文(ZH) 景气度回升叠加新需求扩容,多家硅化工龙头上半年业绩大幅预喜

China's organic silicon sector rebounds, insurance investment slows

The organic silicon industry in China is experiencing a recovery in the first half of the year, with increased product prices and volumes driving significant profit growth for major chemical companies. This upturn is attributed to a resurgence in industry sentiment and expanding demand, particularly from emerging sectors. Meanwhile, the pace of insurance fund investments in the A-share and Hong Kong stock markets has slowed considerably compared to the previous year, indicating a more cautious and refined approach to equity asset allocation. AI

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China's organic silicon sector rebounds, insurance investment slows

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Resurgence in prosperity coupled with expansion of new demand, multiple leading silicon chemical companies predict significant profit increases in the first half of the year

    今年上半年,国内有机硅行业景气度回升,产品量价同步上行,叠加新兴需求持续扩容,带动行业盈利水平大幅修复。近期,多家A股硅化工企业披露半年度业绩预告,普遍预计净利润同比实现大幅增长。申万宏源证券近期在研报中表示,目前我国有机硅(折算为DMC,即二甲基硅氧烷混合环体,是有机硅产业链核心中间品)产能占全球比重接近80%,行业协同挺价意愿强烈,供给端严格执行自律调控,叠加“反内卷”催化成本端支撑强劲,行业���望走出周期底部,向上弹性较大。(上证报)