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新湖化工(纯苯-苯乙烯)专题:下游负反馈范围有限、持续性不强_蜘蛛资讯网

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增速在-7.2%。  回顾发现,苯胺在2023年、2024年均实现非常高的增长,并且由于产业链对于出口依赖度非常高,这表明苯胺、MDI海外需求非常旺盛,因此能够在高利润水平下维持高增长,2025年属于局部地区政策干扰,因此产业链需求萎缩。后市来看,2026年苯胺、MDI海外需求仍不差,国内企业只是需要时间去消化压力,当前仍处于修复过程当中,长期来看,苯胺不会再给纯苯带来更多利空影响。  苯酚和己二

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