[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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