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兴业证券:化工企业核心资产配置性价比持续凸显

Securities Times ·  Jan 30 19:58

证券时报网讯,兴业证券研报指出,化工品价格、价差底部区域,龙头白马中长期性价比凸显。站在当前时点,化工品价格、价差已处于底部区域,龙头白马估值亦跌至较低水平。以龙头公司周期底部业绩测算来看,该估值具有强安全边际。叠加龙头白马产业链一体化、规模优势明显,成本领先,在建工程充足,中长期看有望在当前扩产周期中保持市场份额增长。

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