推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 板塊大幅回調(diào),但不改我們對下半年行業(yè)觀點(diǎn)。本周大盤繼續(xù)大幅震蕩,滬深300周環(huán)比下跌了13.08%,跟蹤的SW有色金屬指數(shù)周環(huán)比下跌了13.2%。個(gè)股方面,漲幅最高的為東方金鈺、羅平鋅電和剛泰控股。雖然本周行業(yè)整體回調(diào)明顯,但我們依然隨著下游需求的改善,未來有色金屬價(jià)格有望回升,有色金屬行業(yè)依然是目前最具風(fēng)險(xiǎn)收益比的板塊之一,維持行業(yè)推薦的評級。
稀土指導(dǎo)價(jià)格連續(xù)兩月上調(diào),稀土板塊迎來投資機(jī)會。受資源稅影響,5月贛州稀土行業(yè)協(xié)會上調(diào)離子型稀土礦指導(dǎo)價(jià)格,6月指導(dǎo)價(jià)格再次上調(diào)。本次部分礦價(jià)上調(diào)幅度較大,其中中釔富銪礦上調(diào)2萬元/噸至19萬元/噸,龍南高釔礦上調(diào)1萬元/噸至20萬元/噸,安遠(yuǎn)高釔礦亦上調(diào)2萬元/噸至19萬元/噸。資源稅上調(diào)大幅增加了稀土生產(chǎn)成本,同時(shí)下游需求恢復(fù)和低社會庫存,均有利于下半年稀土價(jià)格的回升,并且稀土板塊今年表現(xiàn)疲軟,整體漲幅有限,下半年稀土板塊或迎來投資機(jī)會。我們建議重點(diǎn)關(guān)注中重稀土標(biāo)的廣晟有色、廈門鎢業(yè)600549以及盛和資源。
