[新聞] 石化產品進入Q4旺季 台塑四寶反彈漲逾5%
原文標題：石化產品進入Q4旺季 台塑四寶反彈漲逾5％
https://finance.ettoday.net/news/2816432#ixzz8lgjknHm2
發布時間：9/13
記者署名：廖婕妤
原文內容：
中秋前台股觀望意味濃，指數漲幅收斂，但塑化族群表現不俗，塑膠工業指數盤中漲逾4
％，台塑四寶也一掃過去陰霾，台塑（1301）、台化（1326）、台塑化（6505）盤中漲逾
5％，南亞（1303）也漲4％，成交量都超過1萬張。
塑化產業將進入Q4傳統需求旺季，台塑表示，Q4有感恩節、聖誕節、中國網購節等，PE及
PP包裝材料、LLDPE農膜、EVA鞋材、PP玩具等需求大增，加上印度雨季結束，PVC建材及
AE塗料需求增溫，有助於產品銷售。
台塑指出，近期海運運費下跌，加上印度雨季結束，以及歐美降息，都有助於石化產品需
求增加，此外，公司Q4歲修廠數也比Q3少，開工率提高，因此看好Q4營收會比Q3更好。
台化董座洪福源則看好9月已有復甦跡象，下半年石化、塑膠、纖維的旺季「金九銀十」
，預估9月營收會略為增加，Q4則較為審慎樂觀，雖然價差不理想，但售量可望彌補。
台塑盤中一度漲逾5％至47.4元，終場收46.95元，上漲1.95元或4.33％，成交量逾1.9萬
張；南亞盤中漲4％至41.95元，終場收41.7元，上漲1.4元或3.47％，成交量逾1.2萬張；
台化盤中漲逾5％至39.95元，終場收39.4元，上漲1.5元或3.95％，成交量近1.3萬張；台
塑化盤中漲逾5％至51.5元，終場收50.7元，上漲2元或4.1％，成交量逾1萬張。
確定不是死貓跳？自從南亞科買過70被套後(好險後來反彈),台塑獲利機會我讓給大家^^
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※ 編輯: color345 (49.216.225.195 臺灣), 09/13/2024 14:50:59
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