1、堅(jiān)決遏制高耗能、高排放項(xiàng)目盲目發(fā)展，1 HYPERLINK /xxgk2018/xxgk/xxgk03/202105/t20210531_835511.html /xxgk2018/xxgk/xxgk03/202105/t20210531_835511.html2 HYPERLINK /ywdt/zbft/202106/t20210602_835912.shtml /ywdt/zbft/202106/t20210602_835912.shtml 3 HYPERLINK /news/feedmarket/2021-05-13/2036694.html /news/feedmarket/2021-

2、05-13/2036694.html * 6543210(1)(2)(3)(4)250%基礎(chǔ)化工石油化工滬深300200%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基礎(chǔ)化工(ppt)煤炭綜合農(nóng)林牧漁輕工制造通信紡織服裝汽車食品飲料 電力設(shè)備 電子元器件建材醫(yī)藥有色金屬商貿(mào)零售石油石化機(jī)械建筑國(guó)防軍工電力及公

3、用事業(yè)鋼鐵交通運(yùn)輸計(jì)算機(jī) 銀行房地產(chǎn)傳媒家電非銀行金融餐飲旅游250%200%150%100%50%0%-50%14-0114-0414-0714-1015-0115-0415-0715-1016-0116-0416-0716-1017-0117-0417-0717-1018-0118-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-04-100%農(nóng)用化工合成纖維及樹脂化學(xué)原料化學(xué)制品64（元/股）漲幅漲幅(ppt)對(duì)漲幅300漲幅(ppt)300漲幅(ppt)002091.SZ江蘇國(guó)泰9.3032.7%33.4047.9

4、1%44.8116.600423.SH柳化股份4.4732.6%33.3768.68%65.58002341.SZ新綸科技5.0030.2%30.9460.26%002411.SZ延安必康6.2030.0%30.7129.44002407.SZ多氟多35.3829.4%30.09300340.SZ科恒股份16.0927.5%300230.SZ永利股份5.482002250.SZ聯(lián)化科技28.002326.SZ永太00242代碼公司股價(jià)近一周絕對(duì)近一周相對(duì)滬深300近一個(gè)月絕近一個(gè)月相對(duì)滬深20年至今相對(duì)滬深21年至今相對(duì) 64（元/股）漲幅漲幅(ppt)對(duì)漲幅300漲幅(ppt)300漲幅(p

5、pt)300漲幅(ppt)300225.SZ金力泰17.17-13.9%-13.21-5.09%-8.18163.51-23.93601058.SH賽輪輪胎10.07-8.7%-7.97-0.59%-3.69102.5337.78002591.SZ恒大高新6.33-6.5%-5.7711.05%7.95-59.84-15.91002453.SZ華軟科技5.78-5.9%-5.13-1.87%-4.97-22.30-29.12002004.SZ華邦健康6.72-5.5%-4.763.86%0.7617.88-3.35000635.SZ英力特11.13-5.1%-4.3925.20%22.1015

6、.7514.30002386.SZ天原股份10.75-5.0%-4.3165.38%62.2956.6652.95300041.SZ回天新材16.33-5.0%-4.272.38%-0.7234.05-14.67002360.SZ同德化工7.30-4.7%-3.97-5.64%-8.7412.37-34.10600873.SH梅花生物6.12-4.7%-3.940.49%-2.6116.502.39代碼公司股價(jià)近一周絕對(duì)近一周相對(duì)滬深300近一個(gè)月絕近一個(gè)月相對(duì)滬深20年至今相對(duì)滬深21年至今相對(duì)滬深 726252423222122016-122017-032017-062017-09基礎(chǔ)化工

7、板塊估值2017-122018-032018-062018-092018-12 2019-032019-062019-092019-12均值 2020-032020-062020-09 2020-122021-01.22016-2017-2017-基礎(chǔ)化工相對(duì)滬深300估值2017-2017-2018-2018-2018-2018- 2019-2019-2019-2019-2020-2020-均值2020-2020-2021-/10.53315,000周度漲幅前十單位最新價(jià)格 周漲跌幅 月漲跌幅 季漲跌幅 年漲幅 2021年均價(jià) 2020年均價(jià) 2019年

8、均價(jià) 2018年均價(jià) 2017年均價(jià) 2016年均價(jià) 2015年均價(jià) 2014年均價(jià) 2013年均價(jià)液氯元/噸1,50120.3%4.8%-9.3%167.6%1,4418253744956320632756622草甘膦元/噸46,50012.0%22.4%52.5%113.8%33,15922,33724,97626,71223,83718,67419,84628,87036,601合成氨元/噸4,10010.8%16.5%39.0%49.1%3,2362,9132,9853,0242,5261,9752,1702,3822,643六氟磷酸鋰元/噸315,00010.5%18.9%57.5%

9、288.9%194,88682,971102,029125,952237,885395,946動(dòng)力煤元/噸9309.1%15.9%47.4%69.7%787576592651644475413523589尿素（小顆粒）元/噸2,4608.8%16.6%20.6%49.1%2,1031,6951,8531,9731,6331,2981,5631,5261,8222.4D元/噸22,0008.6%8.6%17.3%39.7%19,08015,15918,98121,24016,47512,592液化氣元/噸4,3007.5%-2.7%2.4%64.1%4,3203,4154,0654,5333,2

10、284,0016,1576,321炭黑元/噸8,0505.9%9.5%3.9%61.0%7,6115,2826,4638,0276,8794,3945,1026,1446,592國(guó)際石腦油美元/桶705.4%4.7%3.6%126.8%6240576754435395101周度跌幅前十單位最新價(jià)格 周漲跌幅 月漲跌幅 季漲跌幅 年漲幅 2021年均價(jià) 2020年均價(jià) 2019年均價(jià) 2018年均價(jià) 2017年均價(jià) 2016年均價(jià) 2015年均價(jià) 2014年均價(jià) 2013年均價(jià)軟泡聚醚元/噸14,550-14.7%-23.0%-26.7%57.3%18,46812,71310,66512,672

11、11,4779,71911,10413,95213,113環(huán)氧丙烷元/噸14,200-13.4%-26.0%-27.6%50.3%18,30012,25110,12212,07810,9229,19210,57813,17712,490聚醚多元醇元/噸14,350-12.8%-24.1%-26.8%56.8%18,33412,59910,61312,64411,4199,682電石元/噸4,346-9.8%-13.1%-6.8%47.8%4,4113,1733,1873,3423,0852,6632,6803,1763,347丁酮元/噸7,650-8.9%-16.4%-9.5%21.9%8,1

12、007,0197,6958,1838,4685,7596,3309,7198,665維生素D3元/噸105,000-8.7%-25.0%-25.0%-47.5%130,227174,135230,577412,404269,26996,76496,308122,86584,788硬泡聚醚元/噸13,200-8.5%-16.5%-17.5%44.3%15,23111,08010,01911,36410,6759,06110,17312,54711,905順酐元/噸9,250-8.4%-18.5%-13.1%52.9%9,8317,0086,7088,6589,2356,5896,55410,38

13、611,636氟化鋁元/噸7,450-8.0%-9.7%-15.3%-9.1%8,5258,27910,19511,1209,6276,3536,6046,6317,075粘膠短纖元/噸12,900-7.9%-8.8%-17.6%44.9%14,2919,38111,67414,51815,78914,47212,82611,97413,441 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 19-041

14、9-0719-1020-0120-0420-0720-106,0001,00021-0116-0116-0416-0716-1017-01漿料（干法）17-0417-0717-1018-0118-0418-0718-1019-01聚醚多元醇19-0419-0719-1020-0120-0420-0720-1021-0121,00019,00017,00015,00013,00011,0009,0007,0005,00021-0460,00050,00040,00030,00020,00010,0000Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-1

15、3 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 Jul-20 Jan-2110-0150,000(元/噸)40,00030,00020,00010,0000(元/噸)10-0711-0111-0712-0112-07純MDI13-0113-0714-0114-0715-0115-0716-01聚合MDI16-0717-0117-0718-0118-0719-0119-0720-0120-07(元/噸)TDI26,000(元/噸)21,00016

16、,00011,00021-0121,00019,00017,00015,00013,00011,0009,0007,0005,0003,0001,000BDO10-0110-0711-0111-0712-0112-07軟泡聚醚13-0113-0714-0114-0715-0115-0716-01硬泡聚醚16-0717-0117-0718-0118-0719-0119-0720-0120-0721-0110-01(元/噸)(元/噸)10-0711-0111-0712-0112-07環(huán)氧丙烷13-0113-0714-0114-0715-0115-0716-0116-07DMF17-0117-071

17、8-0118-0719-0119-0720-0120-0721-012,6002,4002,2002,0001,8001,6001,4001,20016-0116-0416-0716-1017-0117-0417-077-108-01-040701,000120(元/噸)10080604031,000(元/噸)26,00021,00016,000 12-0112-0713-01維生素B113-0714-0114-0715-0115-0716-01維生素B316-0717-0117-0718-0118-0719-01維生素B519-0720-0120-07 21-01016-0116-0416-

18、0716-1017-0117-0417-0717-1018-01三氯蔗糖18-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-0440,00035,00030,00025,00020,00015,00010,0005,000012-01(元/噸)800,000700,000600,000500,000400,000300,000200,000100,0000(元/噸)12-0713-0113-0714-01味精14-0715-0115-0716-0116-0717-0117-07黃原膠18-0118-0719-0119-0

19、720-0120-07120,000100,00080,00060,00040,00020,000300,000250,000200,000150,000100,00050,00021-01(元/噸)012-01(元/噸)12-0713-01賴氨酸13-0714-0114-0715-0115-0716-01蘇氨酸16-0717-0117-0718-0118-07蛋氨酸19-0119-0720-0120-071,600,0001,400,0001,200,0001,000,000800,000600,000400,000200,000021-0112-01(元/噸）12-0713-01維生素C1

20、3-0714-0114-0715-0115-0716-01維生素E16-0717-0117-0718-0118-0719-01維生素A19-0720-0120-0721-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/噸)10-0110-0711-0111-0712-0112-07金屬硅13-0113-0714-0114-0715-0115-0716-0116-0717-01有機(jī)硅DMC 17-0718-0118-0719-0119-0720-0120-0716,00014,00012,00010,0008,0006,0004,0002

21、,0000(元/噸)21-0110-0123,00021,00019,00017,00015,00013,00011,0009,0007,0005,00010-0711-0111-07滌綸POY12-0112-0713-0113-0714-0114-0715-01滌綸DTY15-0716-0116-0717-0117-0718-0118-07滌綸FDY19-0119-0720-01 20-0721-0112-0125,000(元/噸)20,00015,00010,0005,0000(元/噸)12-0713-0113-0714-0114-07棉花15-0115-0716-0116-0717-01

22、17-0718-01棉漿18-0719-0119-0720-0120-0721-0110-0110-0711-0111-0712-0112-0713-01螢石13-0714-0114-0715-0115-0716-0116-0717-0117-07氫氟酸18-0118-0719-0119-0720-0120-0790,00080,00070,00060,00050,00040,00030,00020,00010,000021-0180,00070,00060,00050,00040,00030,00020,00010,000010-0110-0711-0111-0712-0112-07氨綸40

23、D13-0113-0714-0114-0715-0115-0716-0116-0717-0117-07錦綸切片18-0118-0719-0119-0720-0120-07(元/噸)21-0114,00012,00010,0008,0006,0004,0002,000010-01(元/噸)(元/噸)10-0711-0111-0712-0112-07px13-0113-0714-0114-07PTA15-0115-0716-0116-0717-01MEG17-0718-0118-0719-0119-0720-0120-0760,00050,00040,00030,00020,00010,00035

24、,00030,00025,00020,00015,00010,0005,00021-010010-0110-0711-0111-07R2212-0112-0713-0113-07R3214-0114-0715-0115-0716-01R134a16-0717-0117-0718-0118-0719-0119-0720-0120-0721-0110-0110-0711-0111-0712-0112-0713-01己內(nèi)酰胺13-0714-0114-0715-0115-0716-0116-0717-0117-07丙烯腈18-0118-0719-0119-0720-0120-0721-0110-01(

25、元/噸)(元/噸)10-0711-0111-0712-0112-07粘膠短纖13-0113-0714-0114-0715-0115-0716-0116-0717-0117-07粘膠長(zhǎng)絲18-0118-0719-0119-0720-0120-0721-016,000(元/噸)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16-0116-0717-0117-0718-0118-0719-01甲醛19-0720-0120-0721-0114,00012,00010

26、,0008,0006,0004,0002,0000(元/噸)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18-0719-0119-0720-0120-0721-0150,00045,00040,00035,00030,00025,00020,00015,00010,0005,000010-0110-0711-0111-0712-0112-0713-0113-0714-0114-07PA6615-0115-0716-0116-0717-0117-0718-

27、0118-07 19-0119-0720-0120-0721-0110-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/噸)(元/噸)10-0711-0111-0712-0112-0713-0113-07PC14-0114-0715-0115-0716-0116-0717-0117-07雙酚A18-0118-0719-0119-0720-0120-0721-0130,000(元/噸)25,00020,00015,00010,0005,000012-0112-0713-0113-0714-0114-07PMMA15-0115-0716-0

28、116-0717-0117-0718-01MMA18-0719-0119-0720-0120-0720,00018,00016,00014,00012,00010,00021-01(元/噸)8,00010-0110-0711-0111-0712-0112-0713-0113-0714-0114-07POM15-0115-0716-0116-0717-0117-0718-0118-0719-0119-0720-0120-0721-01(元/噸)電石10-0110-0711-0111-0712-0112-0713-0113-0714-0114-0715-0115-0716-0116-0717-01

29、17-0718-0118-0719-0119-0720-0120-0721-013,0002,5002,0001,5001,0005000液氯 10-01(元/噸)10-0711-0111-0712-0112-0713-0113-07純堿14-0114-0715-0115-0716-0116-0717-0117-0718-01燒堿18-0719-0119-0720-0120-0711,00010,0009,0008,0007,0006,0005,0004,0003,00021-01(元/噸)10-0110-0711-0111-0712-01PVC（電石法）12-0713-0113-0714-0

30、114-0715-0115-0716-0116-0717-01PVC（乙烯法）17-0718-0118-0719-0119-0720-0120-0721-0110-014,0003,5003,0002,5002,0001,5001,0005000(元/噸)6,0005,0004,0003,0002,0001,0000(1,000)10-0711-0111-07尿素（小顆粒）磷酸二銨DAP12-0112-0713-0113-0714-0114-0715-0115-0716-01 16-0717-01磷酸一銨MAP17-0718-0118-0719-0119-0720-0120-075,0004,5004,0003,5003,0002,5002,0001,5001,000