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全部资讯 / 氨纶再涨4000元！价格创10年新高！上半年均价同比增101%！

氨纶再涨4000元！价格创10年新高！上半年均价同比增101%！

2021-07-19 15:54:59

<section data-role="outer" label="Powered by 135editor.com"><section data-tools="135编辑器" data-id="97618" style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" class="_135editor"><section style="margin: 10px auto; padding: 0px; max-width: 100%; text-align: center; overflow-wrap: break-word !important;"><section style="display: flex; margin: 0px; padding: 0px; max-width: 100%; justify-content: center; align-items: center; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px 0px 6px; max-width: 100%; background-image: url("https://mmbiz.qpic.cn/mmbiz_png/QHgibAzf0dpnibX0cCdrOhuS2gW4jxSEsGdVGSO0xicmibicCPlB2Hbg0jdkUAic7V3etIyiccY66ic5CcjhHPAQ2k4ibQA/640?wx_fmt=png"); background-attachment: initial; background-origin: initial; background-clip: initial; background-repeat: no-repeat; background-size: 100%; background-position: center bottom; overflow-wrap: break-word !important;"><section data-brushtype="text" style="margin: 0px; padding: 6px 1em; max-width: 100%; background-image: -webkit-linear-gradient(left, rgb(56, 89, 254), rgb(118, 140, 249)); color: rgb(255, 255, 255); letter-spacing: 2px; overflow-wrap: break-word !important;">受不可抗力影响氨纶价格再攀高峰</section></section></section></section></section><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; text-align: justify; letter-spacing: 2px; line-height: 1.5em; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><p><span style="font-size: 16px;">　　又涨价了！据了解，继15日某氨纶厂涨价2000-3000元/吨后，纽仕达、泰光氨纶等也发起涨价通知，20D涨4000,30D以上涨3000，即日执行！</span></p><p><br></p><p><span style="font-size: 16px;">　　据生意社数据显示，目前，山东、浙江、江苏、福建等地氨纶现货供应依旧紧张，持续交接前期订单，部分厂家新单暂不接，主供优质客户为主。价格方面，7月12日，40D氨纶价格为77000元/吨，较7月初价格上涨1600元/吨，较3个月前上涨9400元/吨，涨跌幅为13.91%，较去年同月均价上涨156.34%。40D氨纶整体价格呈上升趋势。</span></p><section style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; overflow-wrap: break-word !important;"></section><section style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;"><p style="margin-bottom: 0px; text-align: center; padding: 0px; max-width: 100%; clear: both; min-height: 1em; line-height: 1.75em; letter-spacing: 2px; overflow-wrap: break-word !important;" align="center"><img src="https://dayaotex-edu.fsh.bcebos.com/v1/dayaotex-edu/071901.png?authorization=bce-auth-v1%2F59b7a26546d74b64bfd056b483465817%2F2021-07-19T07%3A53%3A15Z%2F-1%2F%2Fc79deeca8fce4e991fe89bef2420490e416bb76dc9151d4e60e336ddf71d695f" data-filename="" style="width: 496px;" data-ratio="0.5987903225806451" data-w="496"><br></p></section><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><p><span style="font-size: 16px;">　　目前，氨纶价格已达10年来的新高点。一位从业多年的业内人士感慨，这些年来，氨纶价格也是起起伏伏，不过超过6万元/吨的时候并不多，像这一轮持续涨价也是未曾遇到过。</span></p><p><br></p><p><span style="font-size: 16px;">　　那么，是什么导致了本轮氨纶大涨价？未来氨纶价格走势如何？</span></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><section data-tools="135编辑器" data-id="97618" style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" class="_135editor"><section style="margin: 10px auto; padding: 0px; max-width: 100%; text-align: center; overflow-wrap: break-word !important;"><section style="display: flex; margin: 0px; padding: 0px; max-width: 100%; justify-content: center; align-items: center; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px 0px 6px; max-width: 100%; background-image: url("https://mmbiz.qpic.cn/mmbiz_png/QHgibAzf0dpnibX0cCdrOhuS2gW4jxSEsGdVGSO0xicmibicCPlB2Hbg0jdkUAic7V3etIyiccY66ic5CcjhHPAQ2k4ibQA/640?wx_fmt=png"); background-attachment: initial; background-origin: initial; background-clip: initial; background-repeat: no-repeat; background-size: 100%; background-position: center bottom; overflow-wrap: break-word !important;"><section data-brushtype="text" style="margin: 0px; padding: 6px 1em; max-width: 100%; background-image: -webkit-linear-gradient(left, rgb(56, 89, 254), rgb(118, 140, 249)); color: rgb(255, 255, 255); letter-spacing: 2px; overflow-wrap: break-word !important;">供求关系偏紧氨纶可应用领域强劲</section></section></section></section></section><section style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; overflow-wrap: break-word !important;"></section><p><span style="font-size: 16px;">　　随着消费观念转变及消费需求升级，消费者对运动、休闲类服装需求越来越多，对服装的功能性要求越来越高。含有氨纶的面料因其弹性优异、耐酸碱、耐汗、耐海水、耐磨，广泛应用在专业运动服、游泳衣、防护服中，使得氨纶弹力面料越来越受市场的欢迎。而此次氨纶涨价，离不开需求推动支撑，市场氨纶货源的紧缺，工厂库存低位驱动其价格进一步上探。</span></p><p><br></p><p><span style="font-size: 16px;">　　“本轮氨纶价格上涨一个很重要的原因是供求关系偏紧。”卓创资讯氨纶行业分析师巩玉倩告诉《证券日报》记者，需求端，疫情之后国内纺织服装需求恢复叠加国外订单转移，带动了氨纶需求增长。供给端，过去几年由于氨纶价格低迷，行业加速洗牌，不少老旧产能被淘汰出局，氨纶供需格局由产能过剩转变为供应偏紧。</span></p><p><br></p><p><span style="font-size: 16px;">　　需求端的增长，氨纶企业感受明显。“疫情之后，我们明显感受下游口罩耳带、防护服等医疗领域客户对氨纶需求显著增加，而此前该部分市场较小。”泰和新材证券部刘建宁向《证券日报》记者表示，疫情导致群众居家时间较多，健康意识增强，带动氨纶在家居运动服、休闲运动服饰应用增加，以及纺织行业较为充足的订单，均带动氨纶需求快速增长。</span></p><p><br></p><p><span style="font-size: 16px;">　　除了国内需求增长外，受新冠肺炎疫情影响，东南亚国家服装行业出口严重萎缩，纺织品部分订单转移到中国，进一步推涨了对氨纶的需求。海关统计数据显示，2020年9月~2021年5月，我国纺织品服装累计出口额为2167.25亿美元，同比增长13.74%，其中纺织品累计出口额为1052.30亿美元，同比增长6.47%；服装累计出口额为1114.95亿美元，同比增长21.56%。特别是今年1-5月份，我国服装累计出口额为566.12亿美元，同比增长48.33%。</span></p><p><br></p><p><span style="font-size: 16px;">　　“氨纶需求增长，从下游织机开工率也可以得到验证。”巩玉倩告诉《证券日报》记者，截至6月24日，浙江圆机和经编的开机率分别为61%和87%，较去年同期分别增长11、17个百分点。2021年上半年，圆机和经编的开机率分别为53%、72%；而2020年同期，受疫情影响，圆机和经编开机率则仅有33%、34%。</span></p><p><br></p><p><span style="font-size: 16px;">　　“此外，原材料价格上涨也是氨纶涨价的重要因素。”巩玉倩介绍，今年上半年，氨纶主要原料PTMEG均价达到34515.5元/吨，较去年同期上涨99%，另一原料MDI均价也上涨了55%，成本上涨是氨纶涨价的重要支撑。</span></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; text-align: justify; line-height: 1.75em; letter-spacing: 2px; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><section style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; overflow-wrap: break-word !important;"></section><section data-tools="135编辑器" data-id="97618" style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" class="_135editor"><section style="margin: 10px auto; padding: 0px; max-width: 100%; text-align: center; overflow-wrap: break-word !important;"><section style="display: flex; margin: 0px; padding: 0px; max-width: 100%; justify-content: center; align-items: center; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px 0px 6px; max-width: 100%; background-image: url("https://mmbiz.qpic.cn/mmbiz_png/QHgibAzf0dpnibX0cCdrOhuS2gW4jxSEsGdVGSO0xicmibicCPlB2Hbg0jdkUAic7V3etIyiccY66ic5CcjhHPAQ2k4ibQA/640?wx_fmt=png"); background-attachment: initial; background-origin: initial; background-clip: initial; background-repeat: no-repeat; background-size: 100%; background-position: center bottom; overflow-wrap: break-word !important;"><section data-brushtype="text" style="margin: 0px; padding: 6px 1em; max-width: 100%; background-image: -webkit-linear-gradient(left, rgb(56, 89, 254), rgb(118, 140, 249)); color: rgb(255, 255, 255); letter-spacing: 2px; overflow-wrap: break-word !important;">下游需求旺盛龙头企业业绩大涨</section></section></section></section></section><section style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; overflow-wrap: break-word !important;"></section><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; text-align: justify; line-height: 1.75em; letter-spacing: 2px; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><span style="font-size: 16px;">在市场一片大好的背景下，氨纶生产企业的业绩自然也是非常亮眼。国内氨纶龙头企业之一，泰和新材7月6日晚公告半年度业绩预告，公司预计2021年上半年实现归属于上市公司股东的净利润为4亿元~4.5亿元，同比增长222.45%~262.76%。公告称，今年以来氨纶行业需求持续旺盛，产能集中度显著提高，氨纶销售价格持续上涨，盈利水平同比大幅增长。</span></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><p style="margin-bottom: 0px; text-align: center; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; line-height: 1.75em; letter-spacing: 2px; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="center"><img src="https://dayaotex-edu.fsh.bcebos.com/v1/dayaotex-edu/071902.jpg?authorization=bce-auth-v1%2F59b7a26546d74b64bfd056b483465817%2F2021-07-19T07%3A53%3A41Z%2F-1%2F%2Fe48cc976c429b77f5c43431cacec525a75d5519279c6eaed5ffdf9d5385cdc8c" data-filename="" style="width: 640px;" data-ratio="0.759375" data-w="640"><br></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><p><span style="font-size: 16px;">　　7月9日，华峰化学（002064.SZ）发布2021年半年度业绩预告称，公司预计上半年实现归属于上市公司股东的净利润约为36亿元至39亿元，比上年同期增长441.31%至486.42%。</span></p><p><br></p><p><span style="font-size: 16px;">　　财务数据显示，2020年，该公司实现营业收入147.24亿元，同比微增6.81%；实现归属于上市公司股东的净利润是22.79亿元，同比增长23.77%；扣除非经常性损益后其盈利额为21.94亿元，较上年同比涨348.63%。2021年一季度，其营业收入同比增120.77%至57.94亿元，归属于上市公司股东的净利润同比涨501.67%至16.4亿元。</span></p><p><br></p><p><span style="font-size: 16px;">　　据此估算，华峰化学上半年盈利额较超2020年全年。同时，粗略估算，今年二季度，该公司预计实现归属于上市公司股东的净利润约为19.6亿元至22.6亿元，较一季度环比增长19.51%至37.8%。</span></p><p><br></p><p><span style="font-size: 16px;">　　对于业绩增长，华峰化学解释称，报告期内，行业下游需求复苏，景气度持续上升，公司主导产品2021年半年度产销量、销售价格较上年同期均有较大幅度的增长；同时，公司强化成本费用管控，有效化解原材料价格波动，公司整体毛利率较大幅度上升，经营情况及盈利情况实现同比较大增长。</span></p><p><br></p><p><span style="font-size: 16px;">　　7月12日，新乡化纤发布业绩预告，公司预计上半年将实现净利润7.1亿元至7.6亿元，较上年同期增长2394.14%至2569.79%，上年同期净利润为2846.67万元。虽然一定程度上受到了2020年同期低基数的影响，但是上半年超过7亿元的净利润，含金量十足。</span></p><p><br></p><p><span style="font-size: 16px;">　　“报告期受氨纶行业基础需求持续增长影响，公司主要产品氨纶纤维销售价格较上年同期大幅上涨，销量大幅增加，氨纶业务毛利率大幅提高，公司半年度业绩与上年同期相比大幅增长。”新乡化纤业绩预告指出。</span></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; text-align: justify; line-height: 1.75em; letter-spacing: 2px; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><section data-tools="135编辑器" data-id="97618" style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" class="_135editor"><section style="margin: 10px auto; padding: 0px; max-width: 100%; text-align: center; overflow-wrap: break-word !important;"><section style="display: flex; margin: 0px; padding: 0px; max-width: 100%; justify-content: center; align-items: center; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px 0px 6px; max-width: 100%; background-image: url("https://mmbiz.qpic.cn/mmbiz_png/QHgibAzf0dpnibX0cCdrOhuS2gW4jxSEsGdVGSO0xicmibicCPlB2Hbg0jdkUAic7V3etIyiccY66ic5CcjhHPAQ2k4ibQA/640?wx_fmt=png"); background-attachment: initial; background-origin: initial; background-clip: initial; background-repeat: no-repeat; background-size: 100%; background-position: center bottom; overflow-wrap: break-word !important;"><section data-brushtype="text" style="margin: 0px; padding: 6px 1em; max-width: 100%; background-image: -webkit-linear-gradient(left, rgb(56, 89, 254), rgb(118, 140, 249)); color: rgb(255, 255, 255); letter-spacing: 2px; overflow-wrap: break-word !important;">行业库存持续走低氨纶价格或再创新高</section></section></section></section></section><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; text-align: justify; line-height: 1.75em; letter-spacing: 2px; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><span style="font-size: 16px;">目前我国是全球最大的氨纶生产国和消费国，根据中国化纤信息网发布的《2020 氨纶产业链年报》， 2020 年全球氨纶产能为122.3 万吨，其中中国国内产能占比约 71%。</span></p><section style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; overflow-wrap: break-word !important;"></section><section style="margin: 0px; padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;"><p style="margin-bottom: 0px; text-align: center; padding: 0px; max-width: 100%; clear: both; min-height: 1em; line-height: 1.75em; letter-spacing: 2px; overflow-wrap: break-word !important;" align="center"><img src="https://dayaotex-edu.fsh.bcebos.com/v1/dayaotex-edu/071903.jpg?authorization=bce-auth-v1%2F59b7a26546d74b64bfd056b483465817%2F2021-07-19T07%3A54%3A11Z%2F-1%2F%2F3219548f8e40d78959c351a499fa6c045887887a111572c3121aa69a9499ba3e" data-filename="" style="width: 640px;" data-ratio="0.6484375" data-w="640"><br></p></section><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; letter-spacing: 0.544px; text-align: justify; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><p><span style="font-size: 16px;">　　氨纶在今年涨价势头如此强劲，主要是因为氨纶的产能增长速度低于终端需求的增长速度。氨纶产能从2004年的16.5万吨增长至2018年的78.55万吨；到2019年中国氨纶产能达到84.95万吨，同比增长8.1%；去年2020年中国氨纶产量为87.15万吨，仅增加2.2万吨，同比增长2.59%。</span></p><p><br></p><p><span style="font-size: 16px;">　　而近年来我国氨纶表观消费量逐年上升，到2019年达到68.1万吨，2020年中国氨纶表观需求增长至78.29万吨，同比增长14.97%。另外氨纶出口也影响到了国内的氨纶供应，根据数据统计，2019年中国氨纶出口数量为7.4万吨，同比增长28.2%；2020年中国氨纶出口数量为7.85万吨，同比增长6.08%，供应端2.59%的增幅，与需求端14.97%、出口端6.08%的增幅相比捉襟见肘。“供不应求”的局面正在形成，产销两旺自然也推动了企业的扩产。</span></p><p><br></p><p><span style="font-size: 16px;">　　今年以来，华峰化学加快产能扩张节奏。5月14日，华峰化学发布2021年非公开发行A股股票预案称，公司拟向不超过35名特定投资者非公开发行股票数不超13.90亿股（不超本次发行前公司总股本的 30%），此次募集资金总额不超50亿元，将用于投资建设年产30万吨差别化氨纶扩建项目（28亿元）和115万吨/年己二酸扩建项目（六期）（22亿元）。</span></p><p><br></p><p><span style="font-size: 16px;">　　尽管不少龙头企业产能已经在建设中，但最近的投产也要等到今年11月底，氨纶目前面临的供应紧张依然难以避免。尤其是下半年的旺季将不可避免的出现氨纶涨价，面料跟涨的局面。</span></p><p><br></p><p><span style="font-size: 16px;">　　此外，全球疫情仍在持续，防疫物资如：口罩、防护服、医用绷带等对氨纶需求未来也有一定增长。即使年底新建产能投产也可能难以满足新增的终端需求。“目前行业供需仍然非常紧张，行业库存持续保持在12~14天的最低水平。”国信证券分析师认为，而未来氨纶行业的扩产主要集中在行业头部厂家，且新产能的投放主要集中在下半年，今年下半年氨纶行业仍然将保持较高的行业景气度，产品价格在三季度仍然可能再创新高。“截至目前，国内有效产能约87万吨。虽然产能新增计划较多，但是主要集中在年底或明年，短期内氨纶景气度有望持续。”巩玉倩表示，如果新增产能按计划实施，2021年底有望达到100万吨，增速接近15%，届时将能有效缓解氨纶产能紧张的局面。</span></p><p style="margin-bottom: 0px; padding: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgb(51, 51, 51); font-size: 17px; text-align: justify; line-height: 1.75em; letter-spacing: 2px; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; overflow-wrap: break-word !important;" align="justify"><br></p><section data-role="paragraph" class="_135editor"><p><br></p></section></section>

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氨纶再涨4000元！价格创10年新高！上半年均价同比增101%！

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