【券商聚焦】中信建投：看好在周期底部油价的抬升带来涨价去库存新的一轮库存周期有望启动_老虎社区_美港股上老虎

【券商聚焦】中信建投：看好在周期底部油价的抬升带来涨价去库存新的一轮库存周期有望启动

金吾财讯03-16 15:40

金吾财讯 | 中信建投发研报指，在节后开工+油价上行的推动之下，本周该机构所跟踪的154个化工品中，扩散指数（周度环比涨价的品类占比）达到64.94%，环比+4.55%，涨价品种蔓延。与上周价差指数的收窄不同，本周化工品价差指数快速拉升至过去10年的13.65%，环比+9.39%，油价的上行开始在中游产品传导。继续看好在周期底部油价的抬升带来涨价去库存，新的一轮库存周期有望启动。

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