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氨纶行业学习笔记

  • 2026-02-05 23:14:24
氨纶行业学习笔记
氨纶行业的供需情况
目前供给端的几个变化，华海执行后产能有硬性，晓星也有部分退出。
然后之前纪念行业整体产能扩得是比较快的，后续产能就会相对比较慢。
需求这块，因为鲨鱼裤，冲锋衣，内衣，床纺提供了较快的增速，业绩全球行业未来5年还有个5%的增长。
所需供需两边都有比较好的改善。
目前价格和利润水平都是利润最低的水平，1月份就开始涨价1000了。
总的来说，行业的β还是听明确的。就是感觉华峰已经提前涨上去了，按行业比较乐观的拍35E，现在也小20倍了。新乡可能弹性会更好一点。
持续观察吧。
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  1. CONNECT:[ UseTime:0.001059s ] mysql:host=127.0.0.1;port=3306;dbname=no_67808;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001702s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000722s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000697s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001449s ]
  6. SELECT * FROM `set` [ RunTime:0.000596s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001683s ]
  8. SELECT * FROM `article` WHERE `id` = 462715 LIMIT 1 [ RunTime:0.000996s ]
  9. UPDATE `article` SET `lasttime` = 1770713847 WHERE `id` = 462715 [ RunTime:0.014326s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000815s ]
  11. SELECT * FROM `article` WHERE `id` < 462715 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001317s ]
  12. SELECT * FROM `article` WHERE `id` > 462715 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.003170s ]
  13. SELECT * FROM `article` WHERE `id` < 462715 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001916s ]
  14. SELECT * FROM `article` WHERE `id` < 462715 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.003740s ]
  15. SELECT * FROM `article` WHERE `id` < 462715 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.013482s ]
0.142892s